America’s rare earths problem is often framed as a mining problem. Dan Dreyfus, founder of Borneite Capital, argues that’s the wrong way to look at it because the United States has access to plenty of rare earth deposits. The real challenge is processing them. Speaking on a recent All-In Podcast episode, Dreyfus explained that China ... China Controls One Pivotal “AI Chokepoint.” Why America Can’t Fix Its Rare Earths Problem Overnight