Ryan Deng

Building new tech media | [email protected]

+ stealth consumer

[Ryan Deng @ryandengg]

a two-year-old mining company has raised $400M. @a16z, @khoslaventures and the CIA's venture fund are all on the cap table.

@jclozano9897 co-founded @MarianaMinerals with @tbc415 and @baker_tilney, two friends from stanford. it's now worth $1.6B. they buy mines after the market gives up on them, then run them with software and AI.

i asked him how you actually buy a mine, why AI's real bottleneck is metal, and whether he'd hire me for being good at claude code.

nontechnical, episode 3.

00:00 $400M and the CIA's venture fund
02:19 you can just buy a mine
04:41 2 years, $400M, $1.6B
08:58 cold emailing VCs vs. their first check
13:46 when to buy a mine (right after the market gives up)
19:54 every mining truck is a robot without a brain
25:08 everything human-made is grown or mined
26:15 the cheapest AI company wins
28:31 AI's real bottleneck is metal
30:55 america doesn't have enough miners
33:27 space mining and asteroids
43:13 how a $1.6B founder hires
46:17 would he hire me for claude code?
48:43 "slop cannon"

[Ryan Deng @ryandengg]

@imethanchoi @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney Bang

[Ryan Deng @ryandengg]

a two-year-old mining company has raised $400M. @a16z, @khoslaventures and the CIA's venture fund are all on the cap table.

@jclozano9897 co-founded @MarianaMinerals with @tbc415 and @baker_tilney, two friends from stanford. it's now worth $1.6B. they buy mines after the market gives up on them, then run them with software and AI.

i asked him how you actually buy a mine, why AI's real bottleneck is metal, and whether he'd hire me for being good at claude code.

nontechnical, episode 3.

00:00 $400M and the CIA's venture fund
02:19 you can just buy a mine
04:41 2 years, $400M, $1.6B
08:58 cold emailing VCs vs. their first check
13:46 when to buy a mine (right after the market gives up)
19:54 every mining truck is a robot without a brain
25:08 everything human-made is grown or mined
26:15 the cheapest AI company wins
28:31 AI's real bottleneck is metal
30:55 america doesn't have enough miners
33:27 space mining and asteroids
43:13 how a $1.6B founder hires
46:17 would he hire me for claude code?
48:43 "slop cannon"

[Ryan Deng @ryandengg]

@pumpkherm @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney 😳😭

[Ryan Deng @ryandengg]

@i_amHafiz @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney Haha

[Ryan Deng @ryandengg]

@Nijol71 @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney 😭 job market cooked gang

[Ryan Deng @ryandengg]

@a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney also apologies my editors got it wrong Juan is the CTO*

[Ryan Deng @ryandengg]

@akinayoUI @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney thanks g

[Ryan Deng @ryandengg]

@laur3nzb @Celesteamadon haha

[Ryan Deng @ryandengg]

Gen Z dating app CEO @Celesteamadon on some of her competitors: "They haven't dated since I was born."

[Ryan Deng @ryandengg]

@khoslaventures @jclozano9897 @MarianaMinerals beautiful

[Ryan Deng @ryandengg]

@rainbohtrout @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney @grok cooking

[Ryan Deng @ryandengg]

@VapidVc @espricewright @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney mining is expensive, long term vision

[Ryan Deng @ryandengg]

@HddSpyr cook

[Ryan Deng @ryandengg]

@nrpalao appreciate it brotha

[Ryan Deng @ryandengg]

@realfigmafiend @a16z @khoslaventures @jclozano9897 @MarianaMinerals @tbc415 @baker_tilney we aim to please here

[Ryan Deng @ryandengg]

@tysyrrr contrarian

[Ryan Deng @ryandengg]

@Emr_jesy aura

[Ryan Deng @ryandengg]

@SadiaMalik182 bang

[Ryan Deng @ryandengg]

@Lyr_Soul facts

[Ryan Deng @ryandengg]

@hey_simanto ridiculous

[Ryan Deng @ryandengg]

@Henry_cavil0 true that

[Ryan Deng @ryandengg]

@shari1345 yes