Turner Caldwell
speaker
475 appearances
3 recordings
2 series
first heard Jul 2025
last heard 13 May
Turner Caldwell’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
staff to take it all the way through to production.
Mm-hmm.
It's a different class of business, fundamentally.
Like you're dealing with in say like very high CapEx deployment, complex kind of mining and refining systems that span the, the, uh, the entire ecosystem of like engineering skill sets, commercial skill sets.
And so there's a nice handoff point there.
And so what happens today is the junior mining companies will spend a lot of time exploring.
The value of the asset, ideally they flip it to a large mining company that comes in to do the hard yards of actually getting the thing operating.
and that's where we wanna come in as well.
So uh, you know, the big mining companies, they're looking for billion dollar opportunities to deploy billions of dollars of capital.
Um, and you know, they they pick their spots on the commodities also.
So that you might have a commodity that's out of favor, and so no one's picking up the asset.
You might have uh an asset that you know would be called subscale in this scenario where it's not a billion dollars of capex, it's only a couple hundred million dollars of capex, still a big project.
Um, and those are getting ignored.
Um, and so we think that with the differentiation on the tech stack, on the software side of things that we're bringing in, and also a differentiated team.
team, we can bring these smaller scale assets, which are like right size for us as a as an early stage company into production while they've been kind of ignored by the big mining companies.
Yeah.
um so when I graduated college, I actually had this like vision of moving to Australia and going and working in the mines.
I never quite quite like converted on that.
Um but uh worked at Tesla for uh nine years and change.
Um started out up in Reno, was working on the gigafactory up there, kind of like designing, building it, then started working on battery cell manufacturing, started working on areas of the cell chemistry uh and in the supply chain.
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