Energy, Minerals, and the Physical Stack Behind AI
The a16z Show
- Published
- May 13, 2026
- Duration
- 24:33
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses ai.
Summary
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 on systems designed a century ago, they examine where the …
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Show notes
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 on systems designed a century ago, they examine where the real bottlenecks are and how to move faster. The conversation covers how automation, reinforcement learning, and vertically integrated operatio
Themes
- ai