Critical Minerals: Mining for the Industrial Future
The a16z Show23 Jul 2025

Critical Minerals: Mining for the Industrial Future

It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals.

In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.

Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he’s building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.

We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most.

Timecodes:

00:00 Introduction to Critical Minerals

00:45 The Importance of Mining in Modern Technology

00:58 Meet Turner Caldwell and Marianna Minerals

03:02 The Mining and Refining Process

05:10 Challenges in the Mining Industry

07:11 Turner's Journey from Tesla to Marianna

15:31 The Role of AI and ML in Mining

22:00 Geopolitical and Talent Pool Dynamics

23:46 Challenges in Junior Mining Exploration

25:30 Mariana's Product and Approach

25:47 Leveraging Technology in Mining and Construction

28:29 Optimizing Refining Processes with AI

37:31 The Importance of Critical Minerals

41:18 Permitting and Regulatory Challenges

46:08 Future Strategies and International Expansion

46:53 Conclusion and Future Outlook

Resources:

Find Turner on X :https://x.com/tbc415

Find Erin on X: https://x.com/espricewright

Find Ryan on X: https://x.com/rmcentush

Stay Updated:

Let us know what you think: https://ratethispodcast.com/a16z

Find a16z on Twitter: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Subscribe on your favorite podcast app: https://a16z.simplecast.com/

Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episoder(1000)

The Hidden Economics Powering AI

The Hidden Economics Powering AI

In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelin...

26 Jan 1h 4min

How Mintlify Is Rebuilding Documentation for Coding Agents

How Mintlify Is Rebuilding Documentation for Coding Agents

Mintlify is a documentation platform built by cofounders Han Wang and Hahnbee Lee to help teams create and maintain developer docs. In this episode, Andreessen Horowitz general partners Jennifer Li an...

23 Jan 44min

Inferact: Building the Infrastructure That Runs Modern AI

Inferact: Building the Infrastructure That Runs Modern AI

Inferact is a new AI infrastructure company founded by the creators and core maintainers of vLLM. Its mission is to build a universal, open-source inference layer that makes large AI models faster, ch...

22 Jan 43min

Martin Casado on the Demand Forces Behind AI

Martin Casado on the Demand Forces Behind AI

In this feed drop from The Six Five Pod, a16z General Partner Martin Casado discusses how AI is changing infrastructure, software, and enterprise purchasing. He explains why current constraints are dr...

21 Jan 27min

From Code Search to AI Agents: Inside Sourcegraph's Transformation with CTO Beyang Liu

From Code Search to AI Agents: Inside Sourcegraph's Transformation with CTO Beyang Liu

Sourcegraph's CTO just revealed why 90% of his code now comes from agents—and why the Chinese models powering America's AI future should terrify Washington. While Silicon Valley obsesses over AGI apoc...

20 Jan 46min

The AI Opportunity That Goes Beyond Models

The AI Opportunity That Goes Beyond Models

The a16z AI Apps team outlines how they are thinking about the AI application cycle and why they believe it represents the largest and fastest product shift in software to date. The conversation place...

19 Jan 1h 10min

How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era

How Foundation Models Evolved: A PhD Journey Through AI's Breakthrough Era

The Stanford PhD who built DSPy thought he was just creating better prompts—until he realized he'd accidentally invented a new paradigm that makes LLMs actually programmable. While everyone obsesses o...

16 Jan 57min

Ben & Marc: Why Everything Is About to Get 10x Bigger

Ben & Marc: Why Everything Is About to Get 10x Bigger

a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a conversation on how the media and information ecosystem has chang...

15 Jan 58min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengesnakk
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
utbytte
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
lederpodden
liberal-halvtime
rss-politisk-preik
okonomiamatorene