MP Materials, every mention

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every year anyone Brian Schimpf 2Chris Power 1

Verbatim, from the transcripts: the passages where MP Materials comes up

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Anduril CEO: China Has Scale. Can America Catch Up? Sep 29, 2025 · 3 mentions

  • ▶ 13:36 Brian Schimpf Like they basically, with one of these, this empty materials company, they basically guaranteed a minimum offtake and a price floor.
  • ▶ 24:13 Brian Schimpf Um, you know, kind of MP material style deals.
  • ▶ 28:46 Chris Power And that will come alongside it with, with some MP materials style deals and a lot of, a lot of headbanging on that.

The U.S. Can’t Build AI Without These Materials Jul 23, 2025 · 2 mentions

  • ▶ 52:03 unnamed speaker Um, and that, you know, ideally provides some stability on the revenue side of things so that investors like the, there's trillions of dollars of capital, kind of like dry powder, just sitting around waiting to be deployed. 2 times in the scene
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