U.S. Supply Chains

topic on 3 shows · 3 statements across 3 episodes

Catalyst the a16z Podcast TBPN

3 statements about U.S. Supply Chains, every show

a16z Assertion Not checkable as stated
Price-Wright: US supply chains are dangerously reliant on China
“Our supply chains are highly reliant on China. It's a huge problem. We have to figure out how to address it. And that means investing in mining in the US again.”
Erin Price-Wright Jul 23, 2025 ▶ 42:49 The U.S. Can’t Build AI Without These Materials
CATALYST Disclosure
LG is investing around $25 billion in U.S. supply chains
“LG's got sort of twenty-five billion investing in the U.S. Supply chains 1.4 billion on that ESS factory.”
Tristan Doherty May 20, 2025 ▶ 14:09 A former race car engineer on battery safety and supply chains [partner content]
TBPN Assertion Not checkable as stated
Groom: Subscale industry gives US time to build domestic robotics supply chains
“Most of the money is being spent on R and D rather than scale production. And so it's not as if there's a 100,000 robots that everyone's buying and it's now just twice as expensive. I think the good thing is that given it's subscale, there's a lot of time to b…”
Lachy Groom Apr 26, 2025 ▶ 20:47 The Race to Create General-Purpose Robots | Karol Hausman & Lachy Groom on TBPN

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