Listen "Eliot Pence from Tofino Capital"
Episode Synopsis
Eliot Pence is the Founder and General Partner of Tofino Capital.Tofino Capital invests in frontier markets and frontier technologies. Eliot is also the Chief Business Officer of Osmo. Osmo is giving computers a sense of smell. Backed by Lux Capital, Google Ventures, and Two Sigma Ventures. Takeaways- The Evolution of Defense Tech Investing + Dynamism Funds- Anduril's Unique Approach- Why The US is in The Fourth Wave of Defense Tech Investment and Canada is in The First Wave.- Why Canada is Lagging Behind- International Market Strategies for Defense Tech- Investment Landscape in Canadian Defense Tech- The Future of Canadian Defense Spending- Tofino Capital and Frontier Markets- Navigating Government Procurement and Requirements in Defense Tech- Global Trends and Canada's Sovereign CapabilityChapters00:00 Eliot Pence's Journey in Defense Tech03:46 The Evolution of Defense Tech Investment08:55 Anduril's Unique Approach to Defense Tech12:50 International Market Strategies for Defense Tech16:22 Investment Landscape in Canadian Defense Tech19:55 The Future of Canadian Defense Spending23:35 Tofino Capital and Frontier Markets27:03 Navigating Requirements in Defense Tech30:49 Global Trends and Canada's Sovereign Capability39:25 Finding Balance in Hard TimesKeywordsdefense tech, investment, Canada, Anduril, Tofino Capital, international markets, sovereign capability, venture capital, frontier markets, technology innovation
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