Vertical mining company as the only viable tech model
The thesis argued: to capture efficiency gains and build a feasible tech company in mining, you must own the entire process end-to-end - a vertical model, not point solutions.
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The story so far
CONTESTED · 44 MENTIONS · 15 EPISODES · 6 SHOWS
21 JUL 2026 — 5 AUG 2026 · YESTERDAY
41 SUPPORT · 1 CHALLENGE · 2 REPEAT
- A16Z PODCAST
8 EPISODES BETWEEN · 21 MENTIONS
- A16Z PODCAST · 7 MENTIONS
- Physical AI and robotics take over meal production
- Automation shrinks ghost kitchen delivery costs
- Physical world digitized as 'atoms-based computation'
- Off-road autonomy boosts mine productivity and safety
- City Storage Systems framed as digitized real estate
- Industrial AI as the physical automation frontier
- Industrial AI as software and robotics automation stack
- A16Z PODCAST · 4 MENTIONS
- THE POMP PODCAST · 2 MENTIONS
- THE TWENTY MINUTE VC
- THE POMP PODCAST
- A16Z PODCAST
- BUSINESS BREAKDOWNS
- A16Z PODCAST · 4 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 4 MENTIONS
- THE TWENTY MINUTE VC
- THE TWENTY MINUTE VC · 5 MENTIONS
- PROF G MARKETS
- A16Z PODCAST · 7 MENTIONS
- Vertical mining company as the only viable tech model · THIS IDEA
- Ulysses as the SpaceX of the ocean
- Mining's tech adoption death spiral
- Undersea domain as a US-China battleground
- Technology enables a seasteading revival
- Mariana's tech-enabled subscale asset thesis
- Full-stack approach to defending undersea infrastructure
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 4 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD