Compound 2023 Annual Letter

An inside, long-form look on a lot of the topics bouncing around in our firm's head over the past 16 months.

We published our Compound 2023 Annual Letter yesterday. It’s an in-depth look at:

• AI, Robotics, Bio, & Crypto investment frameworks and industry views

• The lack of durable consensus in venture

• Lessons and feelings from building Compound

• Overall venture markets overview

and a lot more.

If you enjoy it, please share it and if you’d like to talk about it, my twitter DMs are open!

Here is the link to the entire letter.