316AM · The Almanac
A curated collection of structural data visuals supporting the 316 Asset Management investment universe. This is not a dashboard — it is a visual record of the forces reshaping civilization.
Global nuclear capacity plateaued for nearly three decades. The coming expansion is not cyclical — it is structural.
Source: IEA World Energy Outlook 2023 · World Nuclear Association 2024 · Projections based on announced capacity additions
Uranium contains millions of times more energy per unit mass than fossil fuels. Energy density changes civilization.
Source: IAEA · Values represent energy released per kg of fuel in standard use
AI infrastructure is converting electricity directly into intelligence.
Source: IEA Data Centres and Data Transmission Networks 2023 · Lawrence Berkeley National Laboratory · Historical data through 2024
Semiconductor progress remains exponential. Intelligence scales with transistor density.
Source: IC Insights · TSMC node roadmap · Apple silicon disclosures · IEEE International Roadmap for Devices and Systems (IRDS)
Capability rises as cost per training run declines. Democratization follows compression.
Source: Epoch AI compute tracker · Stanford HAI AI Index 2024 · Reflects cost per equivalent-capability model, accounting for algorithmic efficiency gains
Artificial intelligence transitions from productivity tool to macroeconomic engine.
Source: McKinsey Global Institute · PwC Global AI Study · Goldman Sachs AI Research 2024
Compute demand is driving a structural semiconductor capex supercycle.
Source: SIA World Semiconductor Trade Statistics · SEMI Fab Database · Epoch AI notable AI models compute tracker
As unit costs fall, adoption accelerates. Automation compounds.
Source: International Federation of Robotics (IFR) World Robotics 2024 · BCG robotics cost curve analysis
The modern vehicle is becoming a distributed data center.
Source: NVIDIA Drive platform roadmap · Tesla FSD chip disclosures · Mobileye EyeQ series · Industry L5 compute requirements estimates
Biology is following an exponential cost curve faster than semiconductors.
Source: NHGRI Genome Sequencing Program sequencing cost data · Dashed reference line shows Moore's Law equivalent halving rate from same baseline
Bitcoin is the most secure computational network in human history.
Source: Blockchain.com hash rate data · Mempool.space mining statistics · Values represent approximate annual hash rate levels
Elastic fiat expansion versus fixed digital scarcity.
Source: BIS global M2 aggregate · Federal Reserve H.6 release · Bitcoin supply schedule is protocol-determined and algorithmically fixed
Reusability is not incremental — it is architectural.
Source: NASA historical launch cost records · Bryce Space & Technology · SpaceX published pricing · Values inflation-adjusted to 2024 USD
Space is transitioning from exploration to industrialization.
Source: Jonathan's Space Report · Bryce Space Global Launch Activity · FAA Commercial Space Data 2024
Electrification multiplies material intensity. Copper is leverage.
Source: ICSG copper demand data · IEA Global EV Outlook 2024 · BloombergNEF Electric Vehicle Outlook
Supply concentration creates geopolitical asymmetry.
Source: USGS Mineral Commodity Summaries 2024 · IEA Critical Minerals 2024 · BGR Critical Raw Materials Report
Advanced manufacturing has become one of the most capital-intensive endeavors in history.
Source: SEMI Fab Database · TSMC annual capex disclosures · Intel fab investment announcements · SIA State of the U.S. Semiconductor Industry 2024