- Four questions for all of you. As it relates to deploying capital, are there
certain areas that you would like to have already deployed into, but you just
haven't found that right jockey, that CEO that fits what you're looking for?
So the wave is coming. You want to participate in that wave, but you just haven't
found that right cap to the ship.
- Yeah, I can, I guess so. So I just found a deal that fit the market that I
wanted to get into in shipping. It's long the cargo ships. They have 10 ,000 of
these big things on them. It's 90 % of all physical trade is brought to you by a
large ship that crosses the ocean. And you should know that in Hawaii. You import
literally everything you have here from abroad. And so decarbonizing cargo ships and
reducing their emissions is really important. And we just invested in a group called
carbon ridge, we're closing that deal now, and it takes it through a centrifugal
system. These shipping containers that they put on board takes it through this
solvent and it reduces all of the NOx and SOx emissions, so all the air pollution
emissions, as well as the carbon emissions, puts in a liquid CO2 and you can take
it off that ship without doing all of this crazy stuff to the ship itself. So it's
way cheaper for the ship owner to operate this without having to change fuels, which
very hard to do, a hydrogen, methanol, et cetera, very hard to get that to happen.
It's gonna involve a lot of infrastructure. It's gonna be very costly. So how do we
do it now? How do we do it in the next five to 10 years? And she's just put a
capture system on it. And so carbon rigidity is really cool, but decarbonizing these
industries like airlines and like shipping is gonna be hard. The heavy industries is
the hardest thing to do. And finding one that actually fit that mold out, I was
pretty excited about Finding that but pay attention to shipping in the space green
shipping. It's the largest part of the ocean health investing sector And it's a and
it's a significant part of the economy It's really important for them to be able to
reduce reduce their emissions be be able to be more sustainable on the high seas as
well Thank you Any other comments? I'll throw in a country rather than a thing If
this had been four months ago, I would have said India is going to be the future
of the world. As it's today, I'm going to say India is definitely going to be the
future of the world. And there's a few very important reasons why it's so important
to us. Indian moms, and I mentioned this before, but like if you were an Indian
kid over the last 30 years, life has got to be tough because if you were not an
engineer or a doctor, doctor, you're in big trouble, maybe not even coming home. So
that whole country for 30 years have driven some of the greatest engineers on the
planet. Right now, IIT has got thousands, tens of thousands of brilliant engineers
coming out of it. If the next 20 years are all about AI and all about technology,
it's all coming out of India. And so for me, we've invest in about 30, 40
companies in India. I want to invest in 300 companies in India. I want to invest
in 3000 companies in India, all deep technology, all kids that are looking to sell
all around the world. And so we were looking for CEO, but like literally two or
three weeks ago, I got an amazing person that we put in as our GP for India. But
anybody who knows anything, anybody, anyone, any friends, any startups, any VCs,
any co esters, we are cadrupling down in India. So I would love to speak to them.
Great. Thanks for that insight.