All-In with Chamath, Jason, Sacks & Friedberg · 2025-07-23 · 65 min · 12,298 words

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

Guys, this is one of the most amazing entrepreneurs that you're going to meet, Jim Latinsky, this founder and CEO of MP Materials. Thanks. Good to be here. Hey James. Hey yeah.

How are you? So let me let me set this up. Jim was a hedge fund guy running a pretty successful hedge fund. Uh and he ended up basically investing in something called Molly Corp, which went out of business. Yep.

And you did this incredible thing, which is you said, you know what, screw this. You essentially shuttered the fund, took over the company, and fast forward many years later, you are the uh largest and only, I think, supplier and refiner of rare earth materials and maker of magnets inside the United States. We're 100% of the American industry. 100% of the American industry.

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