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mining industry

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 23, 2025 by Turner Caldwell · across every show →

Everything said about mining industry, oldest first

Jul 23, 2025
Insight
Caldwell: Mining pricing dynamics invert traditional manufacturing economies of scale
“Like in the mining industry, more demand, this is totally different than manufacturing, more demand if you have a higher volume, the expectation is that the price goes up. And because it's a, you know, constrained supply, and so the pricing dynamics are totall…”
Turner Caldwell Jul 23, 2025 ▶ 8:38 The U.S. Can’t Build AI Without These Materials
May 13, 2026 negative
Assertion Supported
Caldwell: Mining industry faces 35 years of labor pool attrition
“It's the, you know, for the mining industry, we're in a similar position where we're kind of, we've had 35 years of just meaningful attrition in the labor pool.”
Turner Caldwell May 13, 2026 ▶ 20:17 The Founders Who Left Tesla to Rebuild America | a16z
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