critical minerals and mining

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 19, 2025 by David Ulevitch · across every show →

Everything said about critical minerals and mining, oldest first

Nov 19, 2025 bullish
Prediction Held up
Ulevitch: a16z Will Shift Defense Investments Into Mining and Supply Chains
“I think as you look to the future, I mean, everyone has their own view of what the future will look like for American dynamism, but I think we, you'll see us increasingly shift left. That's why we look at minerals and we look at critical, critical minerals and…”
David Ulevitch Nov 19, 2025 ▶ 40:58 Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
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