Mariana Minerals

12 statements across 3 episodes · 7 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2025 by Turner Caldwell · said 21 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Turner Caldwell (10), Erin Price-Wright (7)

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2026 16 mentions in 2 episodes 8 per episode
2025 5 mentions in 1 episode

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Everything said about Mariana Minerals, oldest first

Jul 23, 2025 bullish
Disclosure
Caldwell: Mariana Minerals is targeting lithium at cycle lows
“Lithium is like exactly in this position right now. And that's why we're focused on lithium.”
Turner Caldwell Jul 23, 2025 ▶ 47:10 The U.S. Can’t Build AI Without These Materials
Jul 23, 2025 bullish
Prediction Not checkable as stated
Caldwell: Reinforcement learning will automate scaling of new chemical processes
“That like scale jump is actually something that we think that RL and will enable with like a pretty meaningful like pace adjustment where you don't need the humans to kind of like fine tune the process conditions around a new process chemistry because the, you…”
Turner Caldwell Jul 23, 2025 ▶ 40:01 The U.S. Can’t Build AI Without These Materials
Jul 23, 2025
Insight
Caldwell: First-of-a-kind facilities face major project financing hurdles
“It's hard to get project finance on a first of a kind facility where you're demonstrating a new unit operation for the first time.”
Turner Caldwell Jul 23, 2025 ▶ 37:39 The U.S. Can’t Build AI Without These Materials
Jul 23, 2025 bullish
Prediction Open · timeframe Jul 2035
Mariana Minerals aims to build 10 mineral projects in 10 years
“You know, we want to build 10 projects in 10 years. Those projects will be an increasing scale over time.”
Turner Caldwell Jul 23, 2025 ▶ 55:29 The U.S. Can’t Build AI Without These Materials
Mar 27, 2026
Insight
Caldwell: Founders should master technical skills before company-building skills
“You want to have as strong of a technical basis before you go and have to learn all of the company building side of things. And so making sure that you're kind of like over indexing on the technical side before you go and kind of sign up for figuring out how t…”
Turner Caldwell Mar 27, 2026 ▶ 49:05 Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z
Mar 27, 2026
Insight
Caldwell: Deploy small SWAT teams to address critical paths in parallel
“You have to, like, set up, you know systems that enable you to mobilize, like, core groups of teams to go after critical paths while also not letting the next decision kind of fall behind. And a lot of that is around having, you know, little SWAT teams that ar…”
Turner Caldwell Mar 27, 2026 ▶ 10:24 Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z
Mar 27, 2026 positive
Insight
Caldwell: Daily shift passdowns instill manufacturing discipline in R&D
“If you want to drive like process development and R&D towards thinking about it as a manufacturing type process, the best forcing function is at the end of the day, you have like the equivalent of a shift passed down, which is you say, here's what we did. Here…”
Turner Caldwell Mar 27, 2026 ▶ 13:32 Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z
Mar 27, 2026
Insight
Caldwell: Engineers should see end-to-end project iterations before starting startups
“I wouldn't go and start something until you have, like, been able to sit around a project that you have seen go end to end, and then done that multiple times. That enables you to see how, like, how much better can you get with each iteration of, like, from con…”
Turner Caldwell Mar 27, 2026 ▶ 45:24 Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z
Mar 27, 2026
Disclosure
Caldwell: Mariana Minerals removed internal access controls on engineering data
“Everything is like web app posted their access controls are basically gone at least internal to the company. When it comes to being able to see like the core engineering information, it does not live on a hard drive somewhere. It does not live in an email that…”
Turner Caldwell Mar 27, 2026 ▶ 7:36 Tesla and SpaceX Alumni on Elon Musk, Decision Velocity, and the Future of Hard Tech | a16z
May 13, 2026 positive
Disclosure
Caldwell: Mariana Minerals uses reinforcement learning to automate mineral refineries
“We're making a big bet on autonomy and refineries, where we use reinforcement learning to actually remove humans from the loop in determining how refineries operate.”
Turner Caldwell May 13, 2026 ▶ 0:28 The Founders Who Left Tesla to Rebuild America | a16z
May 13, 2026 bullish
Prediction Open · timeframe May 2036
Caldwell: Mariana Minerals aims to build 10 projects in the next decade
“We're building a lithium refinery in Texas with the goal of building 10 projects in the next 10 years.”
Turner Caldwell May 13, 2026 ▶ 4:03 The Founders Who Left Tesla to Rebuild America | a16z
May 13, 2026 positive
Insight
Caldwell: Industrial refining algorithms match consumer tech software models
“And the software space you know, a lot of the underlying optimization algorithms that we're writing for our plants, they look very, very similar to the optimization algorithms that are in dog walking apps and Uber ride optimization underwriting loans ad optimi…”
Turner Caldwell May 13, 2026 ▶ 20:28 The Founders Who Left Tesla to Rebuild America | a16z
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