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Open Source AI Business Models & Brand Moats
How business models differ in Open-Source AI versus traditional OSS + thoughts on how Brand Moats are increasingly important in AI broadly.
19 hrs ago
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Michael Dempsey
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Open Source AI Business Models & Brand Moats
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September 2023
Luda
On building a full-stack AI Lab focused on delightful consumer experiences & our investment in Luda
Sep 27
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Michael Dempsey
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Luda
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The Importance of Founder Pedigree In Emerging Technologies
When, why, and how founder pedigree matters in startups before and after major technical breakthroughs.
Sep 14
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Michael Dempsey
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The Importance of Founder Pedigree In Emerging Technologies
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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
Sep 5
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Michael Dempsey
16
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Full-Stack Deep Tech Startups & AI Value Capture
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July 2023
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…
Jul 18
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Michael Dempsey
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The Dark Forest of R&D and Capital Deployment in AI
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May 2023
Thin Layers of AI, Thick Layers of Personality
Utilizing opinionated product and personality to build compounding advantages at the application layer in AI
May 8
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Michael Dempsey
14
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Thin Layers of AI, Thick Layers of Personality
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April 2023
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
Apr 15
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Michael Dempsey
4
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2022 Compound Annual Letter + TechBio Collective
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March 2023
Narrative Cycles & Conviction in Technology
What tracking changes in narratives tells us about conviction, depth, and emotions during times of exuberance and volatility
Mar 6
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Michael Dempsey
18
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Narrative Cycles & Conviction in Technology
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January 2023
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…
Jan 19
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Michael Dempsey
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U-Shaped Token Curves + Stablecoins & Dollar Dominance
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November 2022
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
Nov 29, 2022
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Michael Dempsey
10
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The End of Narrative-Only Deep Tech Companies
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October 2022
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
Oct 20, 2022
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Michael Dempsey
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The Most Dangerous Thing About The Moment
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September 2022
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
Sep 20, 2022
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Michael Dempsey
3
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Company Building in the Curiosity Phase of AI
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