Insights from the a16z episode “The Founders Who Left Tesla to Rebuild America | a16z”, published May 13, 2026.
Turner Caldwell and Drew Begalino argue that US re-industrialization is a physical challenge, not just a software one. By applying Tesla-style operational agility and automation to mining and power infrastructure, they aim to overcome decades of stagnation. They contend that long-term industrial policy and supply chain collocation are essential to competing with global rivals.
Topics: Industrial Policy, Critical Minerals, Energy Infrastructure, Automation, American Dynamism
