All-In with Chamath, Jason, Sacks & Friedberg

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

May 31, 2022

28:38

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Highlights

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Episode notes

The Cure for High Prices Is High Prices

04:18

Do We Have a Strategic Reserve?

02:06

The Supply Chain Is Existential

06:03

Introduction

4min

Electrification

3min

The Supply Chain Crisis

4min

The Supply Chain Is Existential

6min

Do We Have a Strategic Reserve?

2min

The Cure for High Prices Is High Prices

4min

The U.S. Government's Hypocrisy

2min

I Don't Want This in Costamesa Ven While We're in It.

3min

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

Follow MP Materials:

https://mobile.twitter.com/MPMaterials

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https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl