Rountree: Selling software to legacy industries limits operational innovation
Ian Rountree · The VC case for 'full stack deeptech' · Jan 8, 2026 · at 37:06
Ian Rountree discusses why Cantos prefers investing in full-stack hard tech startups over SaaS companies selling to incumbents.
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“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, you're not going to help innovate those areas.”
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