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The State of Adventure

Grant Gregory

Exploring

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Substack
PricingOnly free issuesPublishesWeekly
Issues32Founded3 years agoLast Issue11 days ago
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Latest Issues

Craving Commodities

“In a commodity business, it’s very hard to be smarter than your dumbest competitor.” — Warren Buffett

“Beware when investing in commodities, where price is king—especially when other governments are subsidizing them.” — John Doerr, Sp...

11 days ago

The State of Adventure (Capital)

Last year, we published a 286 slide deck on the State of Adventure Capital.

We never really took the opportunity to write out our thoughts behind why we built it.

Every technological era has new knowledge frontiers. What worked for the Do...

a month ago

The Model 3 Moment

“Everyone has a plan until they get punched in the face.” — Mike Tyson

As more founders, operators, and investors jump into the ADCU, I keep thinking about something one of our founders mentioned to me last week.

“I like so-and-so, but th...

2 months ago

Vertically Integrate or Die

Vertical integration has been the topic de jour the last few days — leading to some energized back and forth on X. One position that kicked off the frenzy centered on the idea that “too many startups vertically integrate without any real st...

3 months ago

Finding Maze Historians

My old employer had a post about The Idea Maze — a concept about how to navigate the idea space of startups.

Basically, it means can you explain all the decisions that have gone into the strategy and placement for your respective startup i...

a year ago

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  • Grant Gregory

    Connecting the dots | Investing in Adventure Capital @ Cantos

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