Company case study
Cobalt Metals
Cobalt Metals is a company that uses AI to analyze dirt samples to locate valuable minerals like copper deep underground. It came up on My First Million, hosted by Sam Parr and Shaan Puri, in the episode "Weird ways Ben Horowitz makes Founders more confident" (aired December 1, 2025).
At a glance
| Podcast | My First Million |
|---|---|
| Hosted by | Sam Parr and Shaan Puri |
| Episode | Weird ways Ben Horowitz makes Founders more confident |
| Aired | December 1, 2025 |
| Category | Agency |
Figures and claims are as told on the episode, summarized from the transcript. Check the date: they describe the company at the time it aired.
What the episode said
Weird ways Ben Horowitz makes Founders more confident · aired December 1, 2025 · hosted by Sam Parr and Shaan Puri
Why it works
Using AI for geological analysis increases efficiency and accuracy in mineral exploration, which is crucial for resource extraction.
The playbook
Employs advanced AI techniques to analyze geological samples.
Also mentioned
Part of a trend of startups focused on revitalizing U.S. defense manufacturing and resource extraction.
Why this works now (our analysis)
Google Cloud's BigQuery allows Cobalt Metals to process geological data rapidly, enhancing the accuracy of mineral exploration. The company could initiate revenue by offering analysis services through industry-specific platforms like MiningWeekly, targeting companies seeking efficient mineral discovery. A significant challenge is the high capital requirement for advanced AI model development, which can delay scaling and profitability.