If you believe in Generative AI and robotics, you also have to believe in the coming natural resources boom - particularly in the commodities that power energy (like uranium) and those critical for data centers and chips (like copper). I am convinced that a new generation of “tech-style” founders will enter the resource sector, bringing fresh ideas and Silicon Valley–level execution to what has long been a rather old-fashioned industry. @zdolesky is one of those founders. His passion - combined with the powerful macro tailwinds - is why we decided to back Super Copper. I wrote down my thesis here: Worth following him!