Christian Garrett, Partner at 137 Ventures and Co-Founder of the Hill & Valley Forum, returns to Sourcery for a deep dive into Winning the AI Race—a high-stakes summit bringing together Trump, J.D. Vance, top tech CEOs, and government leaders to chart America’s AI future. In this fast-moving conversation, Christian breaks down how AI is driving reindustrialization across mining, energy, and manufacturing, why pricing—not capital—is the real bottleneck in U.S. mining, and how the Pentagon's landmark deal with MP Materials could start to reshape the global rare earths market. He also unpacks Applied Intuition’s $600M Series F at a $15B valuation, the rise of venture opportunities enabled by new policy, and why the Invest America Act—seeding every American newborn with a $1,000 investment account—could be the most important wealth-building policy of this generation.
Join us for a quick dive into the state of national resilience, generational investing, and the convergence of tech, defense, and policy.
This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit.
Highlights
Reindustrialization with AI across mining, energy, & manufacturing
Creating new wealth for Americans with the Invest America Act
Applied Intuition’s $600M Series F at $15B valuation
MP Materials’ rare earths deal with the Pentagon
China’s control of pricing—not capital—is stalling U.S. mining growth
Winning the AI Race summit with Trump, Vance, and tech leaders pushing for U.S. AI dominance and job creation
Connect with us:
1. Christian Garrett: https://x.com/CGarrett_15
2. Molly O’Shea: https://x.com/MollySOShea
3. Sourcery: https://x.com/sourceryvc
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Timestamps:
(00:00) – Christian Garrett Returns
(01:30) – Hill & Valley, Reindustrialize, & 137’s Industrial Bets
(06:10) – AI + Legacy Industry = New Industrial Revolution
(08:30) – Big Bets On Defense, Auto (Applied Intuition), & Mining
(10:55) – MP Materials + Pentagon: Rare Earth Strategy
(13:15) – U.S. Needs Pricing Support + Vertical Integration
(15:30) – Policy Drives Markets: Dodd-Frank, JOBS Act, 174
(17:45) – Invest America: $1K Seed Accounts For All Newborns(
20:10) – “Winning The AI Race” Summit: Tech X Government
