Dan Dreyfus, the founder of Bornite Capital, appeared on the All-In Podcast on June 10, 2026, to warn about America's critical minerals crisis. The episode kicked off with a bold framing of the energy transition: "We've got Dan Dreyfus on the show. He's with Bornite Capital. We're gonna be measuring human progress by how much electricity we consume."
The hosts were quick to align their own investment theses with Dreyfus's insights. Chamath Palihapitiya pointed out that he had already predicted the rise of copper, emphasizing that his bullish outlook was established "before I talked to Dan."
Jason Calacanis was equally enthusiastic about the deep dive into the commodity supercycle, wrapping up the discussion by telling listeners to "Give it up for Dan." As AI and data centers demand unprecedented amounts of power, expect Dreyfus's thesis on hard assets and grid vulnerability to remain at the center of tech-investor anxiety.