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Commodity Cycles

topic on 2 shows · 2 statements across 2 episodes

the a16z Podcast All-In

2 statements about Commodity Cycles, every show

ALL-IN Insight
Dreyfus: Commodity cycles typically last 15 years with massive upside
“Commodity cycles typically last 15 years and have multiple hundreds percents of upside.”
Dan Dreyfus Jun 10, 2026 ▶ 11:51 Dan Dreyfus: The Next AI Bottleneck is Copper
a16z Insight
Caldwell: Build mining infrastructure at the trough of commodity cycles
“You actually want to be building infrastructure at the bottom of commodity cycles, not at the top of commodity cycles.”
Turner Caldwell Jul 23, 2025 ▶ 46:48 The U.S. Can’t Build AI Without These Materials

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