On My Mind

On My Mind

Home
Archive
About

Sitemap - 2024 - On My Mind

The Bitter Religion: AI’s Holy War Over Scaling Laws

Power & Technology

In-Distribution vs. Out-of-Distribution Ideas

Megalopolis & Self-Protectionism

Signal vs. Noise, Market Efficiency, & Evolving Alpha

AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board

The Venturification of Research & The Resulting Prisoner's Dilemma

Robotics FOMO, Scaling Laws, & Technology Forecasting

Compound 2023 Annual Letter

The Shifting Dynamics & Meta-Moats of AI

Expected Value In Crypto & Building Infinite Blockspace

On Scope Creep & ZIRP Lessons

Collective Intelligence, Multi-Agent Debate, & AGI

AI Agents, Product Velocity, & User Interfaces

Category Creation & Capital in Technology + Potential Market Tops

© 2025 Michael Dempsey
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share