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Get Rich or Die Tryin'
How a psychological shift in wealth creation, risk/reward appreciation, and There Is No Alternative will lead to investors bidding farther out on the…
Jul 25, 2022
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Michael Dempsey
20
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Get Rich or Die Tryin'
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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
20
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Full-Stack Deep Tech Startups & AI Value Capture
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Speculative Bubbles in the 21st Century & Asymmetric Upside
How to approach novel market behaviors and asset classes in a parabolic world & why neither are slowing down anytime soon
Sep 20, 2021
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Michael Dempsey
18
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Speculative Bubbles in the 21st Century & Asymmetric Upside
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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
22
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Boredom, Chaos, & the Experimental Curve
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The First 40 Months
Why founders should precisely understand what milestones are needed through their first two rounds of fundraising instead of sprinting from round to…
May 19
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Michael Dempsey
20
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The First 40 Months
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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, 2023
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Michael Dempsey
22
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Narrative Cycles & Conviction in Technology
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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, 2023
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Michael Dempsey
17
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Thin Layers of AI, Thick Layers of Personality
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Advancing Equity Compensation & The War For Talent
A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market
Aug 11, 2021
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Michael Dempsey
7
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Advancing Equity Compensation & The War For Talent
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On My Mind - #7
Here's my investment memo template
Sep 16, 2019
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Michael Dempsey
9
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On My Mind - #7
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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
17
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In-Distribution vs. Out-of-Distribution Ideas
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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
12
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The End of Narrative-Only Deep Tech Companies
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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
12
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Signal vs. Noise, Market Efficiency, & Evolving Alpha
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