MP Materials, every mention

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Verbatim, from the transcripts: the passages where MP Materials comes up

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▶ 17:04 Chamath Palihapitiya The people in government could underwrite an investment structure like they have done in things like MP materials, which is way up, things like Intel, which is way up.

▶ 22:55 David Friedberg The asset, the Mountain Pass mine that Molycorp operated became MP Materials, which Chamath knows well, and did this big deal recently with the U.S. government as they've tried to revitalize production of this mine.
▶ 28:13 Chamath Palihapitiya So MP has a deal with General Motors, one of my businesses that makes LFP cathode, same deal with GM.
▶ 33:32 David Friedberg MP materials.

▶ 25:35 Jason Calacanis This felt like venture investing, and, you know, if you look at Opendoor, Virgin Galactic, um, Joby, which I don't think was one of yours, SoFi, MP Materials, all of these companies, you have, you have to look at it, if it is a venture… 2 times in the scene

▶ 39:34 Chamath Palihapitiya I can talk to you about rare earths as one very specific example through my involvement with NP and now with Intelis.
▶ 53:16 Chamath Palihapitiya Two, when we do these programs like we did with MP and we've done with Intel, they're really smart.

▶ 0:04 Chamath Palihapitiya Jim Lutinski, this founder and CEO of MP materials.
▶ 4:47 James Litinsky Obviously great for MP shareholders, um, great from a national security and commercial national security standpoint, because we're gonna have enough magnets to provide, you know, real certainty in the supply chain for the physical AI…
▶ 8:28 James Litinsky We have, we have, uh, 850 employees today at MP.

▶ 6:48 James Litinsky So outside of us, this entire supply chain is essentially domiciled in China.
▶ 9:57 James Litinsky Um, and, you know, fast forward to today, and we're now, you know, we're now public. 3 times in the scene
▶ 10:05 James Litinsky We're a six and a half billion dollar market cap. 6 times in the scene
▶ 15:47 James Litinsky So the single most important thing we do at MP is safety. 2 times in the scene
▶ 20:50 Chamath Palihapitiya Um, and so if you're looking at new areas, so take your NDPR MP materials hat off. 2 times in the scene
▶ 27:19 Chamath Palihapitiya Disclaimer, I was also an investor in the company. 2 times in the scene

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