James Litinsky

6 statements across 2 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement May 31, 2022 by James Litinsky · said 5 times in 3 episodes since 2022 · across every show →

On the record as a speaker too: James Litinsky's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Chamath Palihapitiya (5)

tap a year for its mentions
0021322022202320242025episodesmentions
0122022202320242025episodes it came up in
0011222022202320242025episodesmentions per episode

every mention, scene by scene, with the transcript →

Everything said about James Litinsky, oldest first

May 31, 2022
Prediction Open · timeframe May 2032
Litinsky: Scaling novel lithium extraction tech to commercial viability takes 5-10 years
“And so there may be, that may be an example of a solution, but that'll take five to 10 years.”
James Litinsky May 31, 2022 ▶ 20:23 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
May 31, 2022 bullish
Prediction Not checkable as stated
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”
James Litinsky May 31, 2022 ▶ 10:43 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
May 31, 2022 positive
Assertion Partly supported
Litinsky: MP Materials generates ~$450M in run-rate EBITDA
“We're now doing approximately four hundred and fifty million of run rate EBITDA today.”
James Litinsky May 31, 2022 ▶ 11:12 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
May 31, 2022 neutral
Prediction Not checkable as stated
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…”
James Litinsky May 31, 2022 ▶ 13:44 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
Jul 23, 2025 positive
Prediction Not checkable as stated
Litinsky: The future of warfare is physical AI, drones, and robots
“The future of warfare, Is physical AI, right? Robots and drones.”
James Litinsky Jul 23, 2025 ▶ 6:59 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 bullish
Prediction Open · timeframe Jul 2030
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…”
James Litinsky Jul 23, 2025 ▶ 5:00 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.