The Last Supply Chain

The humanoid supply chain is the final supply chain. Everything else is subordinate to it. China still owns too much of the body — especially the actuators and the rare-earth magnets inside them. That is not a secondary problem. It is the one that decides privacy, sovereignty, and long-term control of American industry.

This week we’re discussing the actuator and magnet dependency: the companies already fighting it, the real cost of decoupling after the FCC ban, and what total commitment to building the stack in the US actually requires.

Food and drinks provided. No spectators. No soft takes. If you treat this as optional, do not come.