Grant Gregory
Partner, Cantos. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorhost@grant__gregory ↗cantos.vc ↗
Grant Gregory is a Partner at Cantos, where he invests in frontier hard tech, aerospace, and defense. He previously served as an investment partner on the American Dynamism team at Andreessen Horowitz and co-hosts the Motion Blur podcast.
1shows
1appearances
15statements
6resolved
3supported
1contradicted
50%fully supported
Everything Grant Gregory said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Maps of Mars and Venus are 50x more detailed than ocean maps
“Most of what we actually know about the ocean seafloor today has been gathered from gravity data from satellites. And so it's a useful starting point, but the resulting resolution that we have is only about two square miles, I think. And when you compare that …”
Geopolitical and climate disruptions will accelerate maritime tech demand
“We're seeing companies like Flexport, Saronic, and SailDrone, and many others have already started modernizing maritime, and we anticipate that continued geopolitical supply chain and climate disruptions will further accelerate the demand for change here.”
Shipping containers reduced global goods transportation costs by 99%
“Something like the shipping container that reduced Global costs of transportation for goods by something like 99%.”
The maritime industry still operates largely on pen, paper, and email
“A lot of the current state of the art is very analog. And we're talking about an industry that still operates largely with pen, paper, and maybe emails and phone calls.”
Flexport proved maritime supply chain digitization is a viable market
“Flexport's a great example, and there's plenty of others that have kind of proven out this is a real market, and there's real opportunity here to digitize it, and it's difficult, but it's possible.”
Arc Boats brings Tesla and SpaceX manufacturing principles to maritime
“Arc boats has done a great job of encapsulating what the future of maritime looks like in that, you know, from a process and team perspective, Mitch and Ryan delivered the Tesla and SpaceX vision and mission to maritime. They're not just creating Consumer boat…”
Maritime tech startups are following space tech toward vertical integration
“Space ultimately had to be done a lot of things in house and vertically integrated, and we're seeing a similar approach with maritime.”
Deep-water maritime autonomy will arrive before complex port navigation
“I think there's the reality is that there's going to be different waves of autonomy in maritime. There's going to be the actual autonomy for deep water navigation, which frankly is probably less difficult than some of the other problems. Like once you're in a …”
Maritime tech adoption requires verifiable proof of downtime-free operations
“And this is a category that, you know, the people in the industry are quite smart, but they're, it's very difficult to convince them to change because most of the stuff that you're trying to sell to them is dealing with mission critical applications. They can'…”
Hardware acts as a Trojan horse in software-resistant markets
“In categories that are really resistant to adopting software, oftentimes hardware is a great Trojan horse where you can sell that the customer base is used to purchasing some form of hardware. And then from there, you're able to layer in software capabilities …”
Autonomous vessel swarms will emerge for defense and ocean monitoring
“Anticipate there's going to be a number of companies that are able to provide swarms of vessels, both on the surface and also subsurface that are able to not only protect our shores and our allies, but are able to detect environmental damage issues in our ocea…”
Over 80% of global trade volume is transported by sea
“Trade is somewhere north of 55% of global GDP, and over 80% of that by volume is getting transported on the sea.”
Veterans from SpaceX, Tesla, and Anduril are moving into maritime tech
“We're seeing people from a lot of the other American dynamism companies like SpaceX, Tesla, and Andrel, they're taking their learnings and experiences and bringing them over to the ocean.”
The majority of US trade relies on shifting inland waterways
“The majority of our trade in the U S is tied to the inland navigable waterways, and you have a mix of ocean water and then sediment that's constantly changing the sea floor.”
Startups are rebuilding maritime vessels from the ground up for autonomy
“There's companies like ARC, but also Ceronic, and Roll with their dive platform that are building new versions of vessels from the ground up with modern day assumptions on how should these vehicles operate in a digital world.”
One line per show, most statements first. The link opens Grant's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 a16zLEDGER | Partner, Cantos | 1 | 15 | 50% 3/6 | full record on the a16z Podcast → |