MP Materials
8 statements across 3 episodes · 6 bullish · 1 bearish · 2 people on the record · first statement May 31, 2022 by James Litinsky · said 29 times in 8 episodes since 2021 · across every show →
Mentions by year
brought up most by James Litinsky (14), Chamath Palihapitiya (11), Jason Calacanis (2), David Friedberg (2)
tap a year for its mentions
2025 11 mentions in 5 episodes 2 per episode
- Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- every mention in 2025, scene by scene →
2022 17 mentions in 2 episodes 9 per episode
Everything said about MP Materials, oldest first
May 31, 2022 positive
May 31, 2022 positive
May 31, 2022 negative
Jul 23, 2025 bullish
Litinsky: MP Materials needs thousands of new hires for Apple and DOD
“We have 850 employees today at MP. We're gonna hire, when we include what we're building out for Apple coupled with what we're building with DOD, we're gonna need a couple thousand more people easily, not to mention the construction jobs.”
Jul 23, 2025 bullish
Jul 23, 2025 bullish
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…”
Jul 23, 2025 positive
Litinsky: MP Materials building 10x capacity facility for DoD and Apple
“So we're expanding our facility in Texas for Apple. I'll talk about that in a second, but we're then going to build a Tenex facility to Tenex our capacity with DoD as our a hundred percent offtake partner customer and business partner, because we'll be splitti…”