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Energy, Minerals, and the Physical Stack Behind AI

2026-05-13 00:00:00 +0000 UTC ·24m 33s ·by Andreessen Horowitz
Energy, Minerals, and the Physical Stack Behind AI
a16z Podcast
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About this episode

Erin Price-Wright speaks with Turner Caldwell and Drew Baglino about what it will take to close America’s critical minerals gap and modernize the power infrastructure that underpins the AI economy. With the US more than 50 years behind China in critical mineral supply and grid infrastructure built o