The Infrastructure Metal Hierarchy in the Age of AI and Robotics (Notes) Core Perspective • The essence of the AI and robotics era is not intelligence itself , but physical infrastructure . • What truly matters are the metals that support electricity, heat, magnetism, and structure . • These metals should not be viewed as short-term investment themes, but as a list of essential materials required for civilization to function . Metal Hierarchy (by Strategic Importance) [S Rank] Copper Role: The circulatory system of electricity and heat • Power grids • Data centers • AI servers • Robot wiring • EV motors Key Characteristics • Almost impossible to substitute • Very large market size; price movements are slow • Prices move first, physical premiums appear later • Shortages tend to show up not as price spikes, but as longer delivery times and worsening contract terms → The metal of civilization itself [A Rank] Nickel Role: Strength, heat resis...

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Memo: Nominal Assets, Real Value, and How to Live • Money and assets are not defined by how much you have , but by what you use as the denominator to measure them. • Gold has preserved value throughout human history, which makes it usable as the denominator of human currency . • The expected value of gold investment is not “growth,” but is close to 1.0 — meaning its value does not decline. • Fiat currencies are structurally designed to expand in supply, and therefore are destined to lose value over the long term . What Happens When We Use the Old Millionaire Standard • Around the year 2000: • $1,000,000 ≈ 3,333 oz of gold (at about $300 per ounce) • Around 2026: • Gold price ≈ $4,600 per ounce • To hold the same 3,333 oz , about $15 million is required In other words: A modern “millionaire” ($1 million) is no longer equivalent to a millionaire in the past. The Situation Looks Even Harsher in Japanese Yen • Exchange rate: $1 ≈ ¥160 • ¥100 ...

+AI Raises ROI (Return / Investment) Introduction Recently, AI has become a common tool and is used across a wide range of activities. This widespread integration of AI into everyday workflows can be described as +AI . Most discussions around AI focus on productivity improvements or automation. However, the more fundamental impact of +AI lies in how it changes the structure of ROI itself. +AI Effects on ROI ROI is a common metric in business and economics. ROI = Return / Investment +AI raises ROI. Its effects can be broadly divided into two patterns: • Increasing Return • Reducing Investment While both exist, their importance is not equal. +AI and Return +AI can increase Return in some cases. For example, it may help produce better outputs, discover new opportunities, or scale services. However, Return is inherently uncertain : • Market conditions change • Demand fluctuates • Success cannot be guaranteed Relying solely on Return expansion is not the core strength of...