All-In with Chamath, Jason, Sacks & Friedberg

Dan Dreyfus: America's Critical Minerals Crisis is Here

June 10, 2026 · 25 min

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Show notes

() Dan Dreyfus Presents: The Future of Critical Minerals

() America's "Capital Light Era" is over, rapid supply/demand shocks

() Impact of China cutting off the US from critical minerals

() Copper's Rise: The next 18 years need as much as the last 10,000

() Dollar Debasement: $140T in debt and why hard assets win

() The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

() How to invest in the commodity supercycle

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