a16z is a venture capital firm that invests in software eating the world. Each week, we share videos on technology trends and advice for building companies. The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds.
Turner Caldwell of Mariana Minerals and Drew Baglino of Heron Power argue that America’s AI and industrial future depends on physical infrastructure: critical minerals, refining, energy, power electronics, manufacturing, and grid modernization. Mariana Minerals is building a software-first mining and refining company, using AI, reinforcement learning, and operating systems to accelerate project delivery and autonomous mine and refinery operations. Heron Power is developing solid-state transformers that replace traditional steel, oil, and copper-heavy grid equipment with silicon and software. Both founders, formerly of Tesla, say the Tesla model taught them techno-optimism, speed, risk tolerance, strong mission, and persistence through hard technical problems. They warn that the U.S. is decades behind China in critical minerals and still relies on outdated grid systems and fragmented supply chains. To rebuild, they call for durable industrial policy, faster permitting, co-located supply chains, private capital incentives, advanced manufacturing talent, and national-scale grid planning.
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NASA Administrator Jared Isaacman explains why America needs to move faster on returning to the moon. He says NASA must stop moving at a “years-long” pace, rebuild key in-house skills, work smarter with private space companies, and make Artemis more realistic with extra test missions before landing astronauts. The big focus is building a long-term moon base, using the moon as a testing ground for Mars, and staying ahead in the new space race. He also talks about nuclear power, NASA’s budget, private industry, and the search for life beyond Earth.