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February 2025 Crypto Notes
Power Laws & Compounders in Crypto, Retail-Led Narratives, & a note on macro
Feb 28
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Michael Dempsey
5
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February 2025 Crypto Notes
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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…
Feb 11
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Michael Dempsey
10
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The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
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January 2025
Boredom, Chaos, & the Experimental Curve
As society turns and low activation energy and short-term boredom meets experimentation, will more chaos emerge?
Jan 29
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Michael Dempsey
21
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Boredom, Chaos, & the Experimental Curve
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November 2024
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.
Nov 15, 2024
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Michael Dempsey
3
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The Bitter Religion: AI’s Holy War Over Scaling Laws
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October 2024
Power & Technology
When any industry progresses in importance and scale, it inevitably seeks to solidify and defend its position.
Oct 26, 2024
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Michael Dempsey
8
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Power & Technology
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In-Distribution vs. Out-of-Distribution Ideas
Why ideas matter and how AI models allow us to litigate novelty, creativity, complexity, and depth of ideas and life
Oct 8, 2024
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Michael Dempsey
16
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In-Distribution vs. Out-of-Distribution Ideas
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September 2024
Megalopolis & Self-Protectionism
i know this is an absurd title.
Sep 30, 2024
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Michael Dempsey
4
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Megalopolis & Self-Protectionism
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Signal vs. Noise, Market Efficiency, & Evolving Alpha
Thoughts on parsing signal and noise in investing and the evolution of Alpha
Sep 27, 2024
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Michael Dempsey
11
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Signal vs. Noise, Market Efficiency, & Evolving Alpha
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August 2024
AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board
A quick note the leads me to maybe hoping for aliens
Aug 7, 2024
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Michael Dempsey
6
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AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board
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July 2024
The Venturification of Research & The Resulting Prisoner's Dilemma
On the progression of building Applied Research Organizations and how venture capital may be changing science and research development forever
Jul 17, 2024
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Michael Dempsey
9
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The Venturification of Research & The Resulting Prisoner's Dilemma
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June 2024
Robotics FOMO, Scaling Laws, & Technology Forecasting
What AI & Robotics forecasting means for startups and investors or...What tf are investors doing in AI and why?
Jun 20, 2024
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Michael Dempsey
3
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Robotics FOMO, Scaling Laws, & Technology Forecasting
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April 2024
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.
Apr 20, 2024
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Michael Dempsey
4
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Compound 2023 Annual Letter
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