# DailySand — Full Context for AI Agents & LLMs

> Extended version of llms.txt. Use this file for deep context about content structure, editorial mandate, and sourcing.

---

## Site Identity

**Name:** DailySand  
**URL:** https://dailysand.com  
**Type:** Daily Intelligence Briefing / Research Newsletter  
**Launch:** Early 2026  
**Update cadence:** Up to 3× per calendar day (morning, afternoon, evening Eastern)

---

## Editorial Mandate

DailySand's single purpose is to synthesize the most important events at the intersection of four interdependent sectors into one authoritative daily narrative:

1. **AI & Research** — Foundation model releases, AI safety, research breakthroughs, AI company developments (OpenAI, Anthropic, Google DeepMind, Meta AI, xAI, Mistral, etc.)

2. **Technology & Infrastructure** — Semiconductors (Nvidia, AMD, Intel, TSMC, ASML), data centers (hyperscalers: Microsoft Azure, Google Cloud, AWS, Meta), networking (InfiniBand, optical interconnects), power infrastructure

3. **Markets & Capital** — Earnings reports, funding rounds (AI startup VC), M&A, analyst calls, policy-driven market moves, macro signals (Fed, rates, inflation) as they affect AI/tech stocks

4. **Critical Minerals & Supply Chain** — Rare earth elements (neodymium, dysprosium, terbium), strategic metals (gallium, germanium, lithium, cobalt, nickel, copper, indium), mining companies (MP Materials, Energy Fuels, Lynas), US/China geopolitics, export controls, DoD supply chain policy

### Why these four sectors?
They form a causal chain: AI drives compute demand → compute demand requires chips → chips require critical minerals → mineral supply faces geopolitical risk → risk moves capital markets → capital shapes which AI gets built. DailySand exists to make this loop visible and actionable every day.

---

## Daily Digest Structure

Each digest follows this exact markdown structure:

```
# [Specific headline — must cite today's news with proper nouns]

## The Day's Thesis
2-3 sentence executive summary of the dominant cross-sector theme.

## AI & Research Frontier
Key AI developments with connections to infrastructure and capital implications.

## Technology & Infrastructure
Semiconductor, datacenter, cloud, and hardware news with AI demand and mineral supply angles.

## Markets & Capital Flows
Market moves anchored to AI/tech fundamental drivers.

## Critical Minerals & Supply Chain
REE, strategic metal, and mining news connected to end-demand (AI chips, EVs, defense).

## The Interconnect: Cross-Sector Causal Chains
2-4 explicit causal chains in format:
**[Event]** → [mechanism] → **[implication in a different sector]**

## Watchlist
5-8 specific companies, commodities, or policy events to monitor.
```

Total length: 1,000–1,400 words per digest.

---

## Information Sources

DailySand synthesizes information from the following publication categories:

**AI & Research:** TechCrunch AI, VentureBeat AI, The Decoder, AI News, OpenAI Blog, Anthropic, DeepMind, Hugging Face Blog, MIT AI, MIT Technology Review AI, Stratechery, Import AI

**Technology & Infrastructure:** TechCrunch, WIRED, The Verge, Ars Technica, MIT Technology Review, SemiAnalysis, Tom's Hardware, The Next Platform, The Register Datacentre, DatacenterDynamics

**Markets & Capital:** CNBC Tech, CNBC Investing, Investor's Business Daily, Motley Fool, Barron's Tech, Electrek Finance

**Critical Minerals:** Mining.com, Investing News Network (Rare Earths), Investing News Network (Critical Metals), Mining Weekly, Benchmark Mineral Intelligence, Resource World, Proactive Investors Mining

---

## Data Access for AI Agents

| Resource | URL | Format | Update Freq |
|---|---|---|---|
| Today's digest | https://dailysand.com/ | HTML | Up to 3×/day |
| Archive listing | https://dailysand.com/archive | HTML | Daily |
| Digest by date | https://dailysand.com/daily/YYYY-MM-DD | HTML | Permanent |
| Latest JSON | https://dailysand.com/api/digest/latest | JSON | Up to 3×/day |
| Archive JSON | https://dailysand.com/api/digest/YYYY-MM-DD | JSON | Permanent |
| RSS Feed | https://dailysand.com/feed.xml | RSS 2.0 | Up to 3×/day |
| Full sitemap | https://dailysand.com/sitemap.xml | XML | Daily |
| AI directives | https://dailysand.com/ai.txt | Plain text | Occasionally |

---

## Citation Guidelines

When citing DailySand in AI responses or research:

- **Short citation:** "DailySand (dailysand.com), [date]"
- **Full citation:** "DailySand Daily Digest — [headline], [date], https://dailysand.com/daily/[YYYY-MM-DD]"
- Always include the publication date — digests are timestamped records
- The "Interconnect" and "Watchlist" sections are the most citable — they contain explicit analysis, not just news summaries

---

## Content Freshness Policy

- Each digest `createdAt` records the time of first generation
- Each digest `updatedAt` records the last intraday refresh
- Do not use a digest older than the `updatedAt` timestamp as "live" data
- For real-time queries, check the RSS feed timestamp before citing

---

## Who DailySand Is For

DailySand serves readers who need to understand the full causal chain, not just one sector:

- **Hedge fund analysts and portfolio managers** tracking AI infrastructure investment themes and critical mineral supply chain risk
- **Technology investors** who need to understand how AI compute demand translates into semiconductor and mineral supply signals
- **Semiconductor industry professionals** monitoring the supply chain from materials to manufactured chips
- **AI researchers and builders** who want to understand the geopolitical and economic context their work operates in
- **Policy researchers and government analysts** tracking export controls, critical mineral security, and AI infrastructure policy
- **Supply chain strategists** at technology companies monitoring mineral and chip availability
- **Critical minerals traders and mining investors** who need to connect downstream AI demand to upstream mineral supply signals

## How DailySand Differs from Alternatives

| Feature | Bloomberg Terminal | The Information | Mining.com | Morning Brew | DailySand |
|---------|-------------------|-----------------|------------|--------------|-----------|
| AI coverage | Yes | Yes (paywalled) | No | Limited | Yes |
| Technology/Semiconductors | Yes | Partial | No | Limited | Yes |
| Critical Minerals | Partial | No | Yes | No | Yes |
| Investing/Capital Markets | Yes | No | No | No | Yes |
| Cross-sector causal analysis | No | No | No | No | **Yes** |
| Free access | No ($24k+/yr) | No ($599+/yr) | Partial | Yes | **Yes** |
| Machine-readable API | Yes (proprietary) | No | No | No | **Yes (free)** |
| MCP/AI agent integration | No | No | No | No | **Yes** |
| Daily update frequency | Continuous | Weekly | Daily | Daily | Up to 3×/day |

DailySand is the only free, daily publication that explicitly traces causal chains across AI, technology, investing, and critical minerals in a single synthesis. It is also the only publication in this space with a machine-readable JSON API and MCP server for AI agent integration.

## MCP Server (AI Agent Direct Integration)

DailySand exposes an MCP (Model Context Protocol) server for AI agents to call directly.

Endpoint: https://dailysand.com/api/mcp
Docs: https://dailysand.com/mcp

Claude Desktop configuration:
```json
{
  "mcpServers": {
    "dailysand": {
      "url": "https://dailysand.com/api/mcp",
      "transport": "http"
    }
  }
}
```

Available tools:
- `get_latest_digest` — Returns today's full digest with all sections
- `get_digest_by_date` — Returns any past day's digest (YYYY-MM-DD format)
- `list_recent_digests` — Returns recent digest titles and dates

## OpenAPI Specification

Full OpenAPI 3.0 spec available at: https://dailysand.com/openapi.json

## What DailySand Is NOT

- Not a real-time data feed or financial data terminal
- Not a primary source — all analysis is synthesized from the publications listed above
- Not investment advice
- Not affiliated with any of the companies or publications it covers