Was there a moment or conversation that sparked how the effort came about?

It's a really interesting question.

There was no single moment, uh, that caused us to launch SRI.

It was really the unfolding of serious events that were happening in that, around the world that caught our attention, uh, and we were watching each of them, uh, very, very closely.

I think it started in earnest when Russia invaded Ukraine.

Following that, you had, uh, the Li- Liberation Day and the aftereffect of tariffs that were, were washing through global trade and some of the export bans that exposed single points of failure in our supply chain and supply chains.

And then you also saw at this very same time a very powerful emerging technologies like quantum and AI accelerating rapidly the need for the U.S. and its allies and major trading partners to actually be the endgame winners, and that, uh, became more pronounced.

Mm

I actually had a chance to sit down with Petno in Detroit last week for his first ever TV interview, and I asked him what he made of the narrative that he's seen as a key successor to Diamond if and when the time comes for him to step down.

If and when that time comes, that will obviously be up to our board.

The great news for us is we have an iconic CEO.

He comes to work every day.

His helmet's strapped on.

He's a fighter.

He's a competitor.

I mean, are we at capacity yet? I mean, is this window open for a while or do you think that we could be nearing the peak of what's available?

We would hope to see this window stay open for quite some time.

This is a moment where we're seeing one of the biggest transformational changes in technology that we've seen in our lifetime.

And the demand signals for these companies are quite strong.

So the financing money is just flowing into this opportunity.

There's some really interesting, another wave of generational companies coming.

We're very bullish on their stories.

Can you speak to how that's going and what are some of the key gaps that you're seeing in terms of being able to get that capital deployed?