Until proof is actually given I just assume this is a pump and dump which is taking advantage both America First dollars and AI hype. The founder(s) have zero background in this area and while they could be savants, it seems doubtful. The whole background does not pass my sniff test, not to emntion all of their PR photos try to work in the American flag which is cool but something I would do if I was trying to pump it up.

Another red flag: Using China threat as a reason why people should invest/believe in them.

If they can truly deliver what they promise, they will have billions of dollars begging them to take it. No need to bring China in this.

Source: https://substrate.com/our-purpose