From ore to orbit

Critical minerals have become essential in modern industrial supply chains. The companies able to extract, process, and refine these resources at scale will significantly influence the future of AI infrastructure, energy systems, and national security.

Join OVNI Capital and Gigascale for an insightful evening in downtown San Francisco, designed for founders, operators, and investors who are keen on the physical constraints shaping the next technological wave.

Agenda:

5:00 – 6:00 · Doors Open
Light dinner will be served alongside drinks.

6:00 – 6:10 · Welcome & Framing
Context from the hosts on why this moment is crucial.

6:10 – 6:40 · Panel 1 — Who Controls the Midstream
Discussion on processing and refining concentration, export controls, and the structural gaps new Western capacities must address for AI systems, batteries, and defense.
Moderator: Evaline Tsai (Gigascale)
Panelists: Alex Grant (Magrathea), Hooman Reza Nezhad (Solcoa), Wiles Kase (Clareo), and JP Soulier (Prelude)

6:50 – 7:30 · Panel 2 — From Process to Plant
Exploring what it takes to transform a critical minerals technology into a viable business: capital intensity, permitting timelines, offtake structures, and unit economics that differentiate promising research from bankable firms.
Moderator: Matt Logan (Earthshot Ventures)
Panelists: Rajesh Swaminathan (Khosla), Milo Werner (DCVC)

7:35 – 7:55 · Two Startup Presentations
TBD

8:00 Onwards · Sandwiches & Drinks Provided by the Organizers
Enjoy food and engage in further discussions!

📍 Location: SVB Experience Center, 532 Market St, San Francisco, CA 94104, USA
Get your ticket here!