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Compound 2023 Annual Letter
An inside, long-form look on a lot of the topics bouncing around in our firm's head over the past 16 months.
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Michael Dempsey
The Shifting Dynamics & Meta-Moats of AI
As AI continues to progress we must update our frameworks for company building across the short, mid, and long-term.
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Michael Dempsey
Expected Value In Crypto & Building Infinite Blockspace
A look at why there is an overabundance of people building new L1s/L2s/LSTs & other infrastructure...and an undersupply of people attempting to build…
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Michael Dempsey
On Scope Creep & ZIRP Lessons
Meandering thoughts on how ZIRP rewarded scope creep and why the shifts in markets and company building today could now reward focus
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Michael Dempsey
Collective Intelligence, Multi-Agent Debate, & AGI
An in-depth look at the wave of research around Collective Intelligence, how it could further progress, and whether multi-agent debate is a possible…
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Michael Dempsey
AI Agents, Product Velocity, & User Interfaces
How AI Agents impact UI/UX speed and defensibility + how startups' decisions signal an implicit bet on the future performance of AI
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Michael Dempsey
Category Creation & Capital in Technology + Potential Market Tops
Analyzing how capital flows through markets and why we continually see a strong desire to create categories within each cycle of technology.
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Michael Dempsey
Lost Short Essays From Twitter - #1
Prompting as a Meta + On AI Transparency and Alignment + On Worldcoin, mega-funds, and value destruction
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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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