Dan Dreyfus: America's Critical Minerals Crisis is Here

Jason

We've got Dan Dreyfus on the show. He's with Fortnite Capital.

Dan

We're gonna be measuring human progress by how much electricity we consume. The semiconductor industry, I view that as an industrial or infrastructure company. I mean, it's effectively a factory. We try to figure out where the world is going, and then we try to figure out what we're gonna need to get there. In the next ten minutes, I am going to try to teach you about critical minerals. Commodities, our incredibly fragile infrastructure here in The US that is going to require trillions and trillions of dollars of investment if we want to achieve our technological objectives, our reshoring, re

Chamath

think on the prediction show, you was your call I forget which category it was, but you definitely had

Chamath

I thought the best performing asset was gonna be copper.

Chamath

Yeah. Pretty And that's before

Chamath

I talked to Dan.

Dan

That's right.

Chamath

Which is saying something.

Dan

Well, know, I I think the copper price is easily gonna double from here. I mean, I've seen I've seen molybdenum go from a dollar a pound to $33 a pound. So a double is no big deal.

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