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Thin Layers of AI, Thick Layers of Personality
Utilizing opinionated product and personality to build compounding advantages at the application layer in AI
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Michael Dempsey
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2022 Compound Annual Letter + TechBio Collective
Our views on everything happening in the world + a new program to bring together people in AI and Bio
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Michael Dempsey
Narrative Cycles & Conviction in Technology
What tracking changes in narratives tells us about conviction, depth, and emotions during times of exuberance and volatility
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Michael Dempsey
U-Shaped Token Curves + Stablecoins & Dollar Dominance
A post on how FDV is no longer a meme and emissions could create a true power law in crypto...and one on how the US maintains its dynasty without using…
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Michael Dempsey
The End of Narrative-Only Deep Tech Companies
Why narratives are no longer king, how commercialization expectations are changing, and what deep tech founders should do in 2023
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Michael Dempsey
The Most Dangerous Thing About The Moment
Being too early versus too late, and how to lose the AI race as a founder and investor
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Michael Dempsey
Company Building in the Curiosity Phase of AI
Navigating go-to-market, product, and customer development during the most dangerous phase of an emerging category
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Michael Dempsey
What Goes Down Must Go Up?
What we might get wrong when investing in equities, tokens, and liquid assets across multiple cycles
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Michael Dempsey
On My Mind
On My Mind
Random writing about life, humans, technology, investing, and more.
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