Q Yeah, I mean, you think about, uh, uh, Palmer with Oculus VR coming from Snow Crash. Uh, Delian's favorite book for a long time was Seven Eves, another Neil Stevenson book. Uh, can you tell me about the actual diamond market? I believe you invested in a company that It makes diamonds. And that's so interesting to go from sci-fi to actual investing thesis.
A Yeah. So I invested in diamond foundry early and the thesis behind that was, um, when everybody thought that they were just going to make fancy diamonds that we wear for wedding rings. I thought, what is the secret here? The secret is that we're actually going to need compute and diamond wafers are going to be a thing. And also industrial diamonds, which are actually the more expensive diamonds and they're not pretty. We're going to need that for cutting for manufacturing and for, you know, all sorts of applications, saw blades are made out of diamonds. And I went around to other investors and I told them about this future, going back to magically where they're like, you're crazy. Like this is just going to end up being a three carat diamond. And this market is, they kept comparing it to the beers and Karen, you know, comparing it to, you know, the, the diamond market. And I said, no, that's not, you're not seeing the bigger picture here. And that was completely informed by the Diamond Age, because in order to have this You know, post-scarcity future of abundance. Diamonds were a critical part of that, and I don't know if you remember in the book, but there are things that are made of diamonds in there. You know, there are buildings made of diamonds. They're just like, all of the technology was enabled because of that unlock, that we needed this, this material that was virtuall…
AI assessment note: “I invested in diamond foundry early and the thesis behind that was”