On My Mind
Subscribe
Sign in
Home
Archive
About
New
Top
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
•
Michael Dempsey
2
Share this post
Open Source AI Business Models & Brand Moats
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
September 2023
Luda
On building a full-stack AI Lab focused on delightful consumer experiences & our investment in Luda
Sep 27
•
Michael Dempsey
Share this post
Luda
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
2
Share this post
The Importance of Founder Pedigree In Emerging Technologies
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
16
Share this post
Full-Stack Deep Tech Startups & AI Value Capture
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
3
Share this post
The Dark Forest of R&D and Capital Deployment in AI
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
14
Share this post
Thin Layers of AI, Thick Layers of Personality
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
4
Share this post
2022 Compound Annual Letter + TechBio Collective
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
18
Share this post
Narrative Cycles & Conviction in Technology
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
3
Share this post
U-Shaped Token Curves + Stablecoins & Dollar Dominance
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
10
Share this post
The End of Narrative-Only Deep Tech Companies
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
7
Share this post
The Most Dangerous Thing About The Moment
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Michael Dempsey
3
Share this post
Company Building in the Curiosity Phase of AI
mhdempsey.substack.com
Copy link
Facebook
Email
Notes
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
