The Supply Chain Is Existential

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We need lithium, nickel, copper, all these things, it's multiples we need. We probably need on the order of forty to 50 copper and nickel projects over the next couple decades. And then look at what's happening in the mining industry to day. They're buying back stock with no leverage in their businesses. So how this is that in the real economy? i think you're going to see them goin to an up stream because the capital is too high. You know, now's' a time to pivot,. i'll flip the mikean and a, feel the fire from the bestis Thank you.

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Chamath intros MP Materials CEO James Litinsky

1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

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