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FROM  Your NewsletterMe <[email protected]>
SUBJ  The uranium ban cracked open. Anthropic is now infrastructure.

Good morning, Marcus. Here's your world this week.

CRITICAL MINERALS · POLICY

NSW passed a bill repealing the uranium mining prohibition — a law on the books since 1986. The real story for your work is regulatory. ARPANSA's next move on co-located thorium guidance is worth watching closely.

AI & TOOLS

Anthropic is in talks to raise $50B at a $900B valuation. Amazon has already committed $25B and 5 gigawatts of compute. The tools you're using are now priced as critical infrastructure.

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