Matt Curtolo – An Allocator's Mind
Insights from two decades in the private marketsToday we’re interviewing a close friend of the show — Matt Curtolo. Grant first met Matt back during his time at MetLife, and he’s one of the people res...
6 Maalis 20251h 5min
Human(e)'s Encore
Humane, Alexa Plus, and the future of computingLast week Humane announced that HP was acquiring its team and technology, which formally marks the end of their AI pin product.We thought today would be ...
27 Helmi 202533min
Ride or Die
AI or die?What’s the latest with AI? Is it really AI or Die?A bunch of people are telling us to pay more attention to what’s happening, so Grant and Hammad decided to dive into the meta discussion of ...
20 Helmi 202548min
Competition is for Winners
Choosing Competitors WiselyYou know the line: Competition is for losers!But what if the opposite is actually true? Today Hammad and Grant explore the topic of choosing your enemies (in reality:competi...
13 Helmi 202540min
Not from Concentrate
Index Investing vs Concentration Today Hammad and Grant debate the merits of index investing vs concentrated investing at the early stages. The conversation begins with Hammad sharing a tweet from a n...
6 Helmi 202544min
Konnichiwa, DeepSeek
Lessons from a last-minute trip to Tokyo, and DeepSeek Hello from Tokyo! This week Grant shares some lessons from a recent trip to Japan to support one of the Cantos portfolio companies: Shinkei Syste...
30 Tammi 202554min
Ian Rountree – Founder & Managing Partner of Cantos
Today we have a special episode where Grant and Hammad interview a mentor, friend, and someone who happens to also be Grant’s business partner — Ian Rountree. Ian founded Cantos back in 2016 and has s...
23 Tammi 202552min
The Starlink IPO
We’re back for the first episode of 2025! Today we’re exploring one of Grant’s older essays:The Starlink IPO. We open the conversation discussing Amazon and it’s path to creating AWS, and then compare...
16 Tammi 202540min
