“But it is a little bit of a frothy market right now. And…” — The a16z Show at 53:41
“But it is a little bit of a frothy market right now. And so being a diversified minerals company kind of enables us to pick our spots in areas where it makes sense. These things still do move on commodity cycles. And you actually want to be building infrastructure at the bottom of commodity cycles, not at the top of…”
0:00
1:15:22