On My Mind

On My Mind

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Narc Claude & The Mid-Stage of the AI Lab Cycle
A few quick thoughts on Claude Opus 4, AI Lab marketing strategies, and what they signal about the current stage of AI development cycle
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Michael Dempsey
The First 40 Months
Why founders should precisely understand what milestones are needed through their first two rounds of fundraising instead of sprinting from round to…
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Michael Dempsey
February 2025 Crypto Notes
Power Laws & Compounders in Crypto, Retail-Led Narratives, & a note on macro
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Michael Dempsey
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
As narratives increase in value, a new generation of companies build on the power of perception, while private & public markets race to fill every…
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Michael Dempsey
Boredom, Chaos, & the Experimental Curve
As society turns and low activation energy and short-term boredom meets experimentation, will more chaos emerge?
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Michael Dempsey
The Bitter Religion: AI’s Holy War Over Scaling Laws
The AI community is locked in a doctrinal battle about its future and whether sufficient scale will create God.
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Michael Dempsey
Power & Technology
When any industry progresses in importance and scale, it inevitably seeks to solidify and defend its position.
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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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