On My Mind

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How to approach novel market behaviors and asset classes in a parabolic world & why neither are slowing down anytime soon
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A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market
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The art and science of ending the investing period
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Here's my investment memo template
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On the increasing importance of founders controlling their time in market
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A look at data to understand whether crypto returns will follow more of a normal distribution as the industry matures.
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Narratives & Pseudosecrets, Serendipity in VC is BS, on the *mint* meme, Mobile ML research
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“I’m here for one reason and one reason alone. I’m here to guess what the music might do a week, a month, a year from now. That’s it. Nothing more.”
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5 things on my mind from the week of 11/26
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Thinking through some of the dynamics of how liquidity, vesting, and lockup perceptions have changed and how much optimization is left to be done on…
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Small dataset ML, All VCs short startups, We're in a restaurant bubble,
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Why didn't the market fall on terrible jobless claims? When will stocks return back to pre-COVID prices?
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© 2022 Michael Dempsey
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