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The a16z Show
The venture firm’s view of startups, AI, software, markets, company building, and the technological shifts creating new categories.
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The U.S. Can’t Build AI Without These Materials
Erik TorenbergTurner CaldwellErin Price-WrightRyan McEntush
Critical minerals are physical inputs to AI, grids, batteries, data-center infrastructure, vehicles, and defense systems.Turner Caldwell’s mass-flow call is emphatic: “We need a lot of aluminum.We need an insane amount of copper.We need more iron.We need more zinc,” while lithium production capacity must roughly 4× over the next 10 years if…