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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.
Apr 17
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Michael Dempsey
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The Shifting Dynamics & Meta-Moats of AI
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February 2024
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…
Feb 29
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Michael Dempsey
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Expected Value In Crypto & Building Infinite Blockspace
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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
Feb 14
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Michael Dempsey
10
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On Scope Creep & ZIRP Lessons
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January 2024
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…
Jan 23
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Michael Dempsey
3
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Collective Intelligence, Multi-Agent Debate, & AGI
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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
Jan 8
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Michael Dempsey
6
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AI Agents, Product Velocity, & User Interfaces
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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.
Jan 2
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Michael Dempsey
7
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Category Creation & Capital in Technology + Potential Market Tops
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December 2023
Lost Short Essays From Twitter - #1
Prompting as a Meta + On AI Transparency and Alignment + On Worldcoin, mega-funds, and value destruction
Dec 24, 2023
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Michael Dempsey
6
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Lost Short Essays From Twitter - #1
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October 2023
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.
Oct 3, 2023
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Michael Dempsey
6
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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, 2023
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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, 2023
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Michael Dempsey
4
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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, 2023
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Michael Dempsey
19
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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, 2023
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Michael Dempsey
3
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The Dark Forest of R&D and Capital Deployment in AI
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