Cantos

“I think it's correct, but it also describes a world that honestly excludes the vast majority of startups in this space.”

“Now we flesh it out actually have internally like a way of scoring founders along six axes and how we tease out each of those. And a lot of them are around the qualitative. It's sort of, you know, it's talent gravity. It's narrative ability.”

“And one of my very first investments at Cantos in 2016 was a startup that had incredible machine learning and interoperability software that it was selling into the automotive industry, into industrial robots. Absolutely best in class, and we would hear this t…”

“There are some very interesting initiatives to bring fusion energy about. It is expressly the type of science that we at Kantos do not invest in.”

“Why I love commodities is because It offsets the technical risk we're taking with less market risk, because I know if I'm selling a commodity, i.e., my product is molecularly identical to the competitors, but I have a cost advantage, I know you can sell that.”

“Earth AI went out and Bought rights and drilled their own hypotheses, and we now own deposits that we think are very valuable.”

“There's, you know, a much better funded company incubated by ABC called Chaos Industries, which I personally think has worse technology, but they're doing a lot better because they've productized this, they're very good at selling it, they're very good at mark…”

“Every single time we've invested in a capable team or watched a capable team go after an industry with a lot of inertia there are a thousand little things that can be improved upon that if you're not, Taking that on, and you're just selling into the industry, …”