Episode
Dan Dreyfus: America's Critical Minerals Crisis is Here
All-In with Chamath, Jason, Sacks & Friedberg · Jun 10, 2026 · 25 min
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the…