{
  "generatedAt": "2026-10-25T04:51:43Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "organization",
  "slug": "baillie-gifford",
  "name": "Baillie Gifford",
  "role": null,
  "url": "https://deepstack.ltd/people/baillie-gifford/",
  "api": "https://deepstack.ltd/api/v1/entities/undefined/baillie-gifford.json",
  "summary": "Baillie Gifford is named in 1 Part of The Buildout, most recently Part 18: The Fence Stops at the Chip. Argued in Part 18 (Beijing Holds the Other End).",
  "parts": [
    {
      "part": 18,
      "headline": "The Fence Stops at the Chip",
      "url": "https://deepstack.ltd/stories/the-fence-stops-at-the-chip/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 18,
      "section": "The rack in between",
      "excerpt": "Baillie Gifford's third-quarter 2026 letter calls rare earths leverage Beijing holds over other economies, and Doomberg reported on September 1 that the Pentagon's Office of Strategic Capital is structuring deals to move military supply chains away from China.",
      "url": "https://deepstack.ltd/stories/the-fence-stops-at-the-chip/"
    }
  ],
  "sides": [
    {
      "part": 18,
      "question": null,
      "side": "beijing-holds-the-other-end",
      "sideLabel": "Beijing Holds the Other End",
      "claim": "China dominates rare earth extraction and processing into oxides, alloys and magnets, leaving the rest of the world's economies and militaries dependent on a resource Beijing can use as leverage in trade negotiations.",
      "date": "2026-09-01",
      "url": "https://fiscal.ai/fund-letters/baillie-gifford-q3-2026-fscl_document_2DDG3DJC920",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-fence-stops-at-the-chip/",
      "sidesUrl": "https://deepstack.ltd/sides/the-fence-stops-at-the-chip/"
    },
    {
      "part": 18,
      "question": null,
      "side": "beijing-holds-the-other-end",
      "sideLabel": "Beijing Holds the Other End",
      "claim": "NVIDIA has experienced multiple drawdowns of 38% to 66% during the holding period, making it subject to severe cyclical drawdowns.",
      "date": null,
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-fence-stops-at-the-chip/",
      "sidesUrl": "https://deepstack.ltd/sides/the-fence-stops-at-the-chip/"
    }
  ],
  "coverage": {
    "creators": 2,
    "claims": 516,
    "texts": 57,
    "asOf": "2026-10-21"
  },
  "lastUpdated": "2026-10-21"
}