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The a16z Show
The a16z Show

Energy, Minerals, and the Physical Stack Behind AI

May 13, 2026 · 00:24:33
AI Summary
  • Discussed closing America's critical minerals gap and modernizing AI's power infrastructure.
  • Examined US being 50 years behind China in critical mineral supply and outdated grid systems.
  • Explored bottlenecks and acceleration strategies using automation and vertical integration.

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