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Luda
On building a full-stack AI Lab focused on delightful consumer experiences & our investment in Luda
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Michael Dempsey
The Importance of Founder Pedigree In Emerging Technologies
When, why, and how founder pedigree matters in startups before and after major technical breakthroughs.
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Michael Dempsey
Full-Stack Deep Tech Startups & AI Value Capture
On building full-stack companies at a time when many are loudly doubting startups capturing value in AI
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Michael Dempsey
The Dark Forest of R&D and Capital Deployment in AI
AI companies are making a bet that billions of dollars in R&D will eventually lead to market domination. How can they navigate this high stakes dark…
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Michael Dempsey
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
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
On My Mind
On My Mind
Random writing about life, humans, technology, investing, and more.
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