grant canary

6 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Sep 9, 2026 by Grant Canary · across every show →

Everything said about grant canary, oldest first

Sep 9, 2026
Insight
Canary calls combining hardware, biology, and software a startup double black diamond
“From a VC perspective, you're like now combining hardware with biology, With software, like talk about like the double black diamond of a startup, like that's really difficult.”
Grant Canary Sep 9, 2026 ▶ 8:45 Burying trees to save forests?
Sep 9, 2026
Assertion Not yet assessed · timeframe Sep 2027
Canary says removing fire-killed trees is post-fire reforestation's largest cost
“So that was we exited there, but the natural fit there is when we were doing these projects, the number one cost, because these projects were post-fire, was removing the top cost was removing the fire-killed trees.”
Grant Canary Sep 9, 2026 ▶ 34:57 Burying trees to save forests?
Sep 9, 2026 negative
Assertion Supported
Canary says high-severity fires increasingly trap forests in brush states
“What we're seeing is that we are seeing not only more and more high-severity fires where forests don't come back, they end up in a persistent early seral phase, which is nice fancy words for, like, ten-foot-tall brush for, like, the next, you know, decades, if…”
Grant Canary Sep 9, 2026 ▶ 6:13 Burying trees to save forests?
Sep 9, 2026 negative
Disclosure
Canary says Mast abandoned drone seeding due to seed constraints and inconsistency
“Seed constraint was such a hard constraint, and we'd spent two to three years also with the seed vessel, and like, really dialing that into the Have less variability and more consistency was going to be a challenge and so having spent a number of years on the …”
Grant Canary Sep 9, 2026 ▶ 32:23 Burying trees to save forests?
Sep 9, 2026
Disclosure
Canary says Mast targets high-severity blackened burn zones
“Like, we have a photo that we use in our pitch materials and things and communicating to investors, and we call it the Mordor shot. Like, that's the sort of type of, like, forest that we, like, enter.”
Grant Canary Sep 9, 2026 ▶ 5:14 Burying trees to save forests?
Sep 9, 2026 bearish
Disclosure
Canary says Mast faced severe difficulty selling subsequent ex-ante carbon credits
“We sold out our first project with what are called anti-credits, or credits that take carbon in the and how much carbon they will capture in the future into account and then our subsequent projects what was the buyer feedback? What's the customer feedback? Lik…”
Grant Canary Sep 9, 2026 ▶ 33:24 Burying trees to save forests?
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