The Race to Recover America's Critical Minerals: When Startups and Industry Team Up

The US imports the vast majority of the critical minerals that power its defense, aerospace, and semiconductor industries — but a meaningful share of what it needs may already be sitting in waste piles at the industrial sites that exist today. Join KOMPAS VC, SOSV, and At One Ventures for a breakfast conversation on what it actually takes to turn that waste into supply — and why the answer increasingly runs through a corporate partnership between a deep-tech innovator and an industrial incumbent, scaling proven technology beyond the pilot stage, not one company going it alone. We'll hear directly from Helios and Atalco, with a live example of how corporate partnerships move promising technology from pilot to commercial scale, on infrastructure that already exists. We'll also hear from ChemFinity on the critical partnerships to bring a recovery technology to industry and scale it through the right corporate partnerships. Expect a short, focused fireside chat, an investor perspective on backing partnerships like this one — including a look ahead from ChemFinity, an early-stage critical minerals recovery company sharing what they're looking for from industry as they grow — and plenty of time to connect over breakfast with others working at the intersection of hard tech, industrial partnerships, and the circular economy. 08:00–08:45 Networking & Breakfast 08:45–08:55 Welcome 08:55–09:15 Fireside Chat Why corporate partnerships unlock critical minerals recovery—from pilot to production Featuring: Jonathan Geifman (Helios) & Ed Humphries (Atalco) 09:15–09:35 Investor Perspective Why deep-tech wins through partnership, not disruption Featuring: Tony Moses (At One Ventures) & Adam Uliana (ChemFinity) 09:35–09:45 Open Q&A 09:45–11:00 Final Networking