$SHINK · Kantos backs Shink pivot from licensing robots to vertically integrated fish production

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Etched Founder Joins, AI Creates Jobs, It's OVER for Peptides, Tristan Thompson in the Ultradome

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Kantos backs Shink pivot from licensing robots to vertically integrated fish production

2026-06-30 · 10 company · 9 thematic

sentiment

10 bull0 bear0 neu

speakers

gavin baker

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

aaron

Aaron hosts the Y Combinator Design Review podcast, where he reviews startup websites with design experts. He appears to be a YC team member facilitating the design critique sessions.

ian

Covers semiconductors and technology from San Francisco, focusing on memory market dynamics, capacity cycles, and US-China tech competition.

zach

ricky

andrew

Member of SemiAnalysis's STEEL teardown lab team specializing in semiconductor physical analysis, die extraction, and process node characterization.

quote

“when we invested in Shink, right, they were still licensing robots to fish farms. That's right. And they kind of dabbled in in selling fish, having their own brand. Um but they weren't capitalized well enough to go do that. And so we stepp…”

—grant

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