The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Rountree: Earth AI acquired rights and now owns valuable deposits
“Earth AI went out and Bought rights and drilled their own hypotheses, and we now own deposits that we think are very valuable.”
Rountree: Cantos expressly does not invest in nuclear fusion
“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.”
Rountree: Early Cantos investment failed due to long Ford and Toyota sales cycles
“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…”
Rountree: Cantos evaluates founders across six axes emphasizing narrative and talent gravity
“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.”