All-In with Chamath, Jason, Sacks & Friedberg Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
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Jul 23, 2025 
In this discussion, James Litinsky, CEO of MP Materials and rare earth supply leader, shares insights on the crucial role of these materials in tech. Lisa Su, AMD's CEO, dives deep into the semiconductor industry's evolution and the significance of government partnerships. Chase Lochmiller from Crusoe explains how AI factories can transform energy consumption. Meanwhile, Jensen Huang, founder of NVIDIA, sheds light on groundbreaking AI chips and the future of AI technology, highlighting both the potential rewards and challenges in this fast-evolving landscape.
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Reviving US Rare Earth Industry
- James Litinsky took over a bankrupt rare earth mining company and transformed it into the sole US-based supplier and refiner.
- His company now partners with the DoD and Apple to secure the magnetic supply chain vital for AI hardware.
Support US Semiconductor Making
- US onshoring of advanced chip manufacturing is challenging but feasible with proper workforce and technology investments.
- Geographic diversity and supply assurance outweigh slightly higher US manufacturing costs.
Boost STEM Education Early
- To win the AI race, the US must revamp education with a focus on STEM early on.
- Inspiring youth to study science and technology is essential for future AI workforce.