Grant Gregory
@grant__gregory
Chicken Sexing @Cantos & Host @MotionBlurFM // Prev American Dynamism @a16z // Finding founders building the future
I’m excited to finally share the big news: I'm joining @Cantos where I'll continue investing in frontier categories at the pre-seed + seed stages. I’m thrilled to join @IanRountree, @AmeeKapadia, & the rest of the team. Definitionally, cantos are sections that provide breaks…
"It’s a product race not a model race."
I actually don’t think there is any sign that “model quality” will be the key factor. If anything, the models all seem super close to one another and there is no data point that would point towards someone “gapping” from here. It’s a product race not a model race.
*Everyone* likes to talk about vertical integration, very few founders embrace the hardest parts of the stack Shinkei is a great example of the latter – they tackle the messy (fishy) parts of the business head on. It's substantially more work but the upside is much higher *(See…
"We thought let's just go risk on." @khawajasn (Founder & CEO, Shinkei) talks about their bold strategy in the fish market: "It sounded pretty unhinged to verticalize...but it's absolute progress when you have such a huge difference in the fish." "Fishermen make more money. In…
"We thought let's just go risk on." @khawajasn (Founder & CEO, Shinkei) talks about their bold strategy in the fish market: "It sounded pretty unhinged to verticalize...but it's absolute progress when you have such a huge difference in the fish." "Fishermen make more money. In…
To my mind, global electricity undersupply is one of the great investable inevitabilities of the next decade. I've been covering it closely for the past few years. And it's on the Sage Road Research agenda for a future report! I did dig in for my report on deregulation as well.…
Your definition of excellence is whatever you’ve been previously exposed to. My first day at a16z @davidu mentioned he cares a lot if founders have “seen success before” Doesn’t necessarily need to be from a startup. But they need that calibration
One of the most important learnings a VC needs to have, ideally early in their career, is distinguishing the generational from the merely good. This is an inherent advantage that someone who has worked inside of a Tier 1 venture firm, or someone who has worked inside one or…
Next week is going to be insane. I can't wait July 29th cohosting El Segundo Tech Breakfast Club with @grant__gregory from Cantos Then immediately going to SF to cohost SF Tech Breakfast Club with the legendary @DStrachman from 1517 If you're building something cool come…
Excited to launch @chariotdefense today, live on stage at @reindsummit ! After constantly battling power challenges while fielding advanced sensors and countermeasures at Anduril, and seeing the massive leap in technology happening at Archer and across the eVTOL industry, I…
30 years ago today, one of the most iconic Deep Tech companies launched… Congrats to @JeffBezos and the entire Amazon team. Even after 30 years, it’s always day one. I’ve read every book on the history of Amazon at this point, and by far my favorite story is Jeff signing up…
We've been bullish on the mold economy since inception in 2023. Exciting to see the momentum here.
Request for startups: I want to get long mold Mold is super hot right now. It’s like the protein of environemtal contaminants. It’s in everything with no signs of going away. It’s literally in the air!
It's official: America is going to build millions of drones. Proud to have our Archer Strike featured as the FPV drone of choice for the US military. 🇺🇸
Want to see pure joy? Watch the moment @DougBernauer and Tori Shivanandan tell the team that @ENERGY selected Radiant to be the first new nuclear reactor to test next year at INL!
Great thread “Only the truly brilliant and exceptional scholars, of which there are only one or two every generation, will look back at those plays and find something truly new in them. And so it is wit the classical corpus.”
It is a bit like Shakespeare studies: Shakespeare does not write new plays, but the number of things written about his plays only increases with time. At some point you realize that almost everything worthy that can be said about these plays has already been said.
It’s time to assemble the dream team for one last Transformers rollout
It’s time to assemble the dream team for one last Transformers rollout
Two days ago, we surpassed 700,000 engineering hours @buildwithcuby. In that time, @AKandrashou and I have shown very little to the world (a function of moving fast rather than moving loud); despite signing pretty large contracts and breaking ground on our first stateside MMF.…
Excellent advice from Jimmy Iovine:
Excellent advice from Jimmy Iovine:
ByteDance and Carnegie Mellon researchers just announced PartCrafter This AI turns a single photo into fully editable 3D parts in seconds 10 wild examples: