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Mark Frayman

Oct 7, 2026

14:46
[laughs]
14:46
It's a hard question.
14:48
Um, you know, we see exciting technologies and really promising entrepreneurs and founders almost on a daily basis.
14:58
And, you know, it's really hard to pick often what's the best technologies and the best investment opportunity.
15:05
You know, from a pure, you know, coming back to that thread earlier, we do, you know, from a pure sort of screening perspective, look at what could be disruptive and that, you know, usually means a technology has to fundamentally change how mining's done or shift the cost curve and unlock a resource base that wasn't economic before.
15:23
And in doing so, you know, you can earn outsized rents.
15:26
In Jeff's example of cobalt, an example of that, we're invested in Verai.

20 MINS LATER

35:28
What is the timeline we're looking at from getting these ideas and these, um, innovations up to a scale where they can actually be, um, transformative and disruptive? Should we start with, with Mark?

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