4.4 • 1.1K Ratings
🗓️ 23 July 2025
⏱️ 48 minutes
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0:00.0 | Critical minerals fundamentally underpin everything that we do every day. |
0:05.0 | It's in your phone, your AirPods, your screens, your laptops, everything that we use, |
0:09.0 | how they're refined and how they're mined, that all happens in the background. |
0:13.0 | There's not that many massive markets left that have been sort of like largely untapped by technology |
0:19.0 | and mining sort of screams one of the |
0:22.0 | largest markets in the world. This is the intersection of geopolitical urgency in tech. Now we have |
0:27.4 | technology that can actually go and disrupt this, but also as a talent-based, hard tech companies |
0:31.7 | working in sort of dirty spaces, willing to go out in the field. So now is it time to build this |
0:36.4 | company. It's a huge problem. |
0:38.3 | We have to figure out how to address it. |
0:40.3 | And that means investing in mining in the U.S. again. |
0:44.3 | It can take more than 15 years to permit and build a new mine in the United States. |
0:49.3 | And yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, |
0:55.2 | depends on a steady supply of critical materials. Today, we're joined by Turner Caldwell, |
1:00.6 | founder of Mariana Minerals, along with American Dynamism General Partner Aaron Pricewright |
1:05.4 | and partner Ryan McIntosh. Turner spent nearly a decade at Tesla, working his way upstream from factory design |
1:12.0 | to battery materials and mining. Now he's building a new kind of mining and refining company, |
1:17.3 | vertically integrated in software first, designed to meet the demand our industrial future requires. |
1:23.1 | We get into why this industry is so broken, what it actually takes to turn rocks into usable materials, |
1:28.8 | and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter |
1:33.6 | most. Let's get into it. As a reminder, the content here is for informational purposes only. |
1:41.9 | Should not be taken as legal business, tax, or investment advice, or be used to evaluate |
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