Made in America: Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures
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. HighlightsReindustrialization with AI across mining, energy, & manufacturingCreating new wealth for Americans with the Invest America ActApplied Intuition’s $600M Series F at $15B valuationMP Materials’ rare earths deal with the PentagonChina’s control of pricing—not capital—is stalling U.S. mining growthWinning the AI Race summit with Trump, Vance, and tech leaders pushing for U.S. AI dominance and job creationConnect with us:1. Christian Garrett: https://x.com/CGarrett_152. Molly O’Shea: https://x.com/MollySOShea3. Sourcery: https://x.com/sourceryvcBrought to you by:Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel. As a Sourcery Listener you get: 75,000 points after spending $3,000 on Brex card(s), white-glove onboarding, $5,000 in AWS credits, $2,500 in OpenAI credits, & access to $180k+ in SaaS discounts. On top of $500 toward Brex travel, $300 in cashback, plus exclusive perks (like billboards..) visit → https://brex.com/sourceryTuring—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. Visit: turing.com/sourceryKalshi—The largest prediction market and the only legal platform in the US where people can trade directly on the outcomes of future events: https://kalshi.com/sourceryFourthwall—The #1 way to sell merch online — Fourthwall is the easiest way to launch a fully branded merch store—used by big brands like MKBHD, Acquired, & even the Smithsonian. 100+ products. No upfront cost. Visit Fourthwall to start today: https://fourthwall.com/Follow Sourcery for the latest updates!https://www.sourcery.vc/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
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