THE PROBLEM
Everyone talks about AI and chips. Almost no one talks about what they sit on. Copper and critical minerals sit under everything. EVs need 4x more copper than ICE. Wind and solar need 12x more than fossil per unit. Data centers and chips need more every year. Demand is compounding.
But supply does not compound. Ore grades fall. Discovery takes ~16 years. Less than 1% works. The gap was locked in years ago. More capital alone won’t bend geology.
Look at the whole AI stack: applications on top, then base models, then compute, chips, data centers. Beneath all of it is something more fundamental. Not silicon. The ore in the ground and the decisions that find it. We build the model for those decisions.
WHAT MOHAN DOES
We work at the intersection of AI and critical minerals. We help exploration teams make better decisions.
WHY MINERAL EXPLORATION
This is the bottleneck. No supply, no transition; no copper, no chips. Better targeting here has the highest leverage. We start with copper; the model extends from there.
WHO
We're a small, focused team from MIT and Tsinghua.
CONNECT
Contact us at chance@mohan.media or request demo