Ian Rountree reflects on Cantos' portfolio performance, finding that the depth of technology has little correlation with success. Argues that having some 3D technology as a fulcrum matters, but application relative to the industry/problem is what drives outcomes.
"It's not the depth of your tech, it's how you use it" by Ian Rountree
Led Vital Lyfe's pre-seed round. Vital Lyfe is building decentralized, mobile reverse osmosis desalination systems for global water scarcity, founded by former SpaceX engineers Jonathan Criss and Andrew Harner.
Cantos GP Ian Rountree interviews Soren Monroe-Anderson, co-founder and CEO of Neros Technologies, about FPV drone technology and rebuilding domestic supply chains for unmanned defense systems.
Near Frontier podcast: Drones, Defense, and the New Industrial Frontier w/ Soren Monroe-Anderson of Neros
Ian Rountree argues against the "deep tech" label, positioning Cantos as true generalists practicing old-school venture capital. Notes that the biggest economic opportunities are in the physical world and mentions an unannounced investment in the physical AI/robotics space.