物理世界的物质基础
我们与物理世界互动的一切，无论是开采还是生长。不幸的是，我们无法培育金属。无论是一个笔记本电脑、一部手机、一个人工智能数据中心、一台机器人、一块电池，还是汽车，所有这些东西都来源于地壳。整个现代经济都建立在金属和矿物之上。50年前、60年前，我们在美国生产了大量的这些金属。我们曾是锂的最大生产商之一，也是铜的最大生产商之一。然而，大约30年前，也许更久一点的时间里，人们开始有意义地转向不再自己制造这些金属。在未来15年内，我们需要比自青铜时代以来人类历史上所有时间加起来更多的铜。对此有很多担忧，但西方矿业公司并没有明确的反应去真正去做这件事。我们不仅仅是失去了能力，而是实际上落后了。
Original English
Everything that we interact with in the physical world is either mined or it's grown. And unfortunately, we can't grow metals. Whether it's a laptop, whether it's a cell phone, whether it's an AI data center, whether it is a robot, whether it's a battery, whether it's a car, all of that stuff comes from the ground. The entire modern economy is underpinned on metals and minerals. 50 years ago, 60 years ago, we made a lot of these metals in the US. We were one of the largest producers of lithium. We were one of the largest producers of copper. And then 30 years ago, maybe a little bit longer, there was this meaningful shift away from making these metals ourselves. We need to mine more copper in the next 15 years than we have in all of human history since the Bronze Age. There's a lot of worry about that, but there's no clear reaction by the western mining companies in particular to actually go do it. >> We didn't just lose the capability, we actually fell meaningfully behind.地缘政治与资源依赖风险
目前，我们使用的90%以上的关键矿物在今天仍由中国精炼，考虑到这仅仅是过去几十年内非常快速的转型，这简直难以想象。对任何单一地理实体的过度依赖都会削弱我们自主决定和控制自身命运的能力。显然，国家安全中有许多重要的事情。其中一些是无形的，但这些却是非常物理性的。如果你没有制造某物所需的实际单位，你就无法在物理上制造它。而且，我们已经看到一个日益发达的海岸世界，硬实力非常重要。因此，如果你无法获得构建所需的东西，你也就无法以非常明显的方式建造它们。
Original English
Over 90% of the critical minerals we use are refined in China today, which is kind of wild to imagine given that that was a very fast transition just over the last several decades. Having an over reliance on any single geographic player reduces our ability to have self-determination and control of our own destiny. >> Obviously, there are many things that matter in national security. Some of them are intangible, but these are very physical. And if you don't have the literal units you need to make something, you physically can't make it. And you know, we've seen an increasingly developed coast world, hard power does matter a lot. And so, if you can't get what you need to build things, you can't build them in a very obvious sense.垂直整合的软件驱动模式
我的名字是Turner Caldwell，我是Mariana Minerals的CEO。我最初在旧金山毕业于斯坦福，拥有机械工程背景，然后在特斯拉工作了大约十年。我开始与我们的电池芯供应商合作制造设备。当你开始接触中间供应链时，你会意识到金属正是驱动过去且可能是最大的瓶颈的东西。因此，我对这个领域非常兴奋。如果你看看大型工业部门，汽车和特斯拉承担了那部分；太空产业和SpaceX也承担了那部分。现在有一种矿物行业还没有真正将当今的现代技术整体应用于整个行业，所以我们看到了很多机会去攻击它。公司的核心论点是：西方矿业公司已经失去了有效部署资本来开采和精炼我们需要为现代经济提供动力的关键矿物的能力。从根本上说，我们认为这是国家安全问题，也是全球性的问题；我们认为唯一解决这个问题的途径是成为一家垂直整合的、软件优先的矿产开采和精炼公司。
Original English
My name is Turner Caldwell. I'm the CEO of Mariana Minerals. From San Francisco originally, went to Stanford. Mechanical engineering background and then spent about a decade at Tesla. I started working on manufacturing equipment with our battery cell providers. And when you start working on kind of like the intermediate supply chain, you start to realize that the metals are the things that are actually driving past and are probably the biggest bottleneck. And so I got super excited about that. And if you look at the big industrial sectors, you have automotive and Tesla took that on. have the space industry and SpaceX took that on and there's this like minerals industry that no one has yet really taken today's modern technologies and applied it holistically to the industry and so we see a bunch of opportunity to go and attack it. The core thesis of the company is that western minerals companies have lost the ability to effectively deploy capital in order to mine and refine the critical minerals and minerals that we need to power the modern economy. And so fundamentally we think that is a problem both for national security reasons as well more globally and we think the only way to actually address that is you have to be a vertically integrated software first minerals mining and refining company.软件驱动的杠杆效应
Mariana产品的真正魔力在于，它是一种驱动根本性行为改变的软件。它不是为了软件而存在的软件，而是能解决每天数千个不同的人遇到的每一个微小问题。Mariana OS 的目的是不取代人们，而是赋予他们杠杆作用并让他们产生更广泛的影响。基本上，我们如何让一个非常小的、有才华的团队做到“少做很多，多做很多”？软件和机器学习就是实现这一点的途径。这是唯一能做到这一点的方法。自2025年1月以来，看到对关键矿物行业的支持和强调程度变得非常有趣。这就是动能开始建立的地方。这种强调水平开始吸引更多关注到公司。我们与A16Z的Aaron会面后决定提前推进A轮融资，因为我们在犹他这个项目上找到了一个落地点，我们应该更快地带入它并更快速地攻击它，比最初计划的要快。有时窗口会呈现出来，你必须潜入其中。这就是我们用Copper One所做的事情。
Original English
The real magic of Mariana's product is that it's software that drives fundamental behavior change. It's not software for software's sake, but it's software that solves every single one of those tiny paper cuts a thousand times a day across a thousand different people. The purpose of Mariana OS is not to replace people. It is to give them leverage and to give them an expanded impact. Um, basically how do we make a really small talented team do much much more with a lot less. And software and machine learning is is the way to do that. It's the only way to do that. It has been very interesting to see the level of support and the level of emphasis that has been placed on the critical minerals industry since January of 2025. And so that's where the momentum starts to build. That level of emphasis started to draw more attention to the company. And so we met with Aaron at A16Z decided to pull forward the series A because we had landed on this project in Utah that we're like we should bring this in and we should go and attack this faster than we had initially planned. Sometimes the window presents itself and you have to dive through it. That's what we're doing with Copper One.快速迭代与实战验证
我们通过一家我们合作过的不同公司接触到了Copper One。当时，我们做了一些咨询工作并帮助他们完成了可行性研究。但那时，这两家公司正在考虑某种交易。因此，我们最初被聘请为顾问来审查运营、思考如何以不同的方式做事，这对我们来说是一个很好的信号，表明这里的所有人对创新感兴趣，并且知道他们需要根据过去的经验做一些不同的事情。所以我们与他们咨询了大约四到五个多月，组建了一个小团队，检查了资产，研究了它，看到了是否有剩余潜力，然后他们说：“看，与其咨询，为什么不你们买下并运营这个东西？”于是我们说：“当然可以。”我们想，不如给它一个机会。这是一个我们想要做的事情的绝佳沙盒。每天大约150天，我们发现一个新的电子表格正在被用来运行该运营。这就是行业运作的方式。所以这不像现场团队相对于行业来说运营得很差。这只是行业运作的方式。因此，我们部署了自主型矿山卡车（autonomous haul trucks）。我们从一月开始实施。我们希望以尽可能快的人类速度完成它，是因为其他所有做这件事的公司，无论是Corey还是Mine，他们需要2年才能完成。他们是针对一个庞大的车队进行操作，比如30、50、100辆卡车。所以实施所需的时间真的非常长。更重要的是，你无法接触到你需要理解“到底会损坏什么”的真实世界。这里的桥梁目的是让所有解决这些问题的专家在同一时间聚集在一起。这之所以超级重要，是因为矿山和精炼厂是非常动态的。
Original English
We got introduced to Copper One through a different company we were working with that we did some consulting work and helped them with their feasibility study. But at that time, those two companies were considering some kind of transaction. And so we were actually initially hired as consultants to review the operation, think about how to do things differently, which was a good signal from our side that the owners and the team here was interested in innovating and knew they had to do something different based on their past experience. So we really consulted with them for about four or five months, had a small team in place, checked out the asset, studied it, saw if there was remaining potential, and then they said, "Look, instead of consulting, why don't you guys buy and run this thing?" And so we said, "Sure." We were like, you know, might as well give it a shot. It's a great sandbox for what we want to do. Every day for about 150 days, we found a new spreadsheet that was being used to run the operation. And that's just how the industry runs. So it's not like a like the team on site was operating in a poor way relative to the industry. It's just like how the industry operates. So we deployed autonomous haul trucks. We started doing it in January. The reason we wanted to do it with two as quickly as humanly possible is because every other company that does this, whether it's a Corey or mine, they take 2 years to do it. They do it across a massive massive fleet like 30, 50, 100 hall trucks. So the time it takes to implement it is really, really long. And more importantly, you don't get the contact with the real world that you need to understand like what is actually going to break. So the purpose of the bridge here is to put all of the people who solve those problems in the same room together at the same time. Uh and the reason that's super important is because a mine and a refinery are very very dynamic.长期愿景与民族精神
我从2005年就开始在这里工作，最初是一名运营商。早期这里有很多事情是真实的、手动操作的，比如报告方面有很多书面材料和纸质文件，然后将这些文件输入电子表格中进行数据录入，这让Mariana变得非常顺畅。我认为成功看起来是能够以经济上生产更多的铜，也就是为了盈利并能够不断扩张，并且能够持续运行，并在该地区为很多人提供长期工作岗位并支持他们的家庭。犹他州的圣胡安县，我想它是犹他州最贫穷的县之一。所以这个地方和这些工作对很多人来说意义重大。我希望看到它最终走向地平线，成功赚钱，因为我会在很多这些人离开之前就走了。我希望带着良好的基础和良好的运营状态离开，并生产大量的铜。在美国，我们是建设者。我们是一个建设者的国家。我们有独立精神。我们想证明我们能做到。我们想自己做。在这样做的时候，我们希望为我们自己、我们的家人、我们的社区、我们的国家带来繁荣。Mariana完美地体现了这种愿景和这些价值观。从长远来看，如果没有一个真正强大的自主系统（autonomy stack），你将无法开采海底的底部。你也将在没有一个真正强大的自主系统的情况下，在火星或月球或小行星上进行开采时会非常困难。这就是我们正在构建的自主栈。如果你想建立一家能改变文明进程的大型有影响力的公司，你必须在物理世界中做事情。但正是原子和比特的结合实现了这一点。这不像你只是一个“原子”公司，或者你只是一个“比特”公司。你必须是两者兼具。