James Litinsky
person on 2 shows · 6 statements across 2 episodes · said 7 times in 4 episodes since 2022
On the record as a speaker too: James Litinsky across every show, appearances and statements → this page counts the times other people say the name.
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All-In 5
Sourcery 2
2025 5 mentions in 3 episodes 2 per episode
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6 statements about James Litinsky, every show
Litinsky predicts US taxpayers will profit from DoD deal in five years
“It would not surprise me if when we, five years from now, hopefully we'll do this conference, and Chamath, you'll say to me, Jim, you know, I remember that deal that was the first of its kind that you did with DoD, And the government made money on you. The tax…”
Litinsky: The future of warfare is physical AI, drones, and robots
“The future of warfare, Is physical AI, right? Robots and drones.”
Litinsky predicts the start of a massive physical commodities bull market
“There is going to be a big, beautiful bull market in real stuff, and it is just beginning”
Litinsky: MP Materials generates ~$450M in run-rate EBITDA
“We're now doing approximately four hundred and fifty million of run rate EBITDA today.”
Litinsky: Global electrification requires $200B capex across 50 copper, nickel projects
“Some good source that I utilize estimated that we probably need on the order of 40 to 50 copper and nickel projects over the next couple decades, so call it roughly two hundred billion dollars of capex to satisfy the demand for electrification that we have ove…”