おすすめツイート
We hit our first month's waitlist goal within 24 hours of our social media debut. With hundreds of millions of posts shared every day, this one seemed to resonate deeply. People aren’t just looking for another wearable; they’re looking for a way to understand and master their…
At Wayve, we’re reimagining autonomy for a new era of mobility. 🎥 Watch our new film, meet the people behind the movement, and discover why we’re only just getting started. Are you ready to shape the future of mobility with us? wayve.ai/careers/ #EmbodiedAI #Careers…
There's a new path for building biotech companies called decentralized science (DeSci). We realize many might not know what this path looks like, what it means or why it matters so @0xsmac and I @CompoundVC have put together a playbook giving scientists, operators, and…
I took @masason on the Tokyo Challenge🗼 three boss levels of real-world driving through central Tokyo!
From the Great Lakes to the Big Apple - The Ultimate Test for AI Driving ⛵➡️🍎 🎥 Watch as our Wayve AI Driver travels from Chicago to New York.
Earlier this week, we ran a @CompoundVC Research Day on Biosecurity in Boston. Our excellent speakers discussed: > that there are venture scale biosecurity markets today > using agent swarms to predict nation-wide virus spread > that COVID likely came from a lab leak >…
expect to see this ramp aggressively this weekend was just another massive tailwind for the direction this team is building
The first $1,000,000,000 is the hardest. From our first engine to where we are now. Thousands of pairs traded on-chain. The story for the next one begins now. 🍐
We track steps, heart rate, sleep… But nothing has ever helped us understand the mind, our most vital organ. Until now.
(NEW POST) The Children Yearn For The Fiat Mines > the misinterpretation of long degeneracy > the boredom of real compounding > why you never go full doomer link to full piece below
(new thesis) test on _your_ cells, intervene on your cells, create new protocols based on your biology. I believe this can be achieved with a Personalized Organoid Aging Platform. Context Drugging organoids has been shown to predict patient responses across cancers (GI…
(New thesis) Going direct with diagnostics. Consumer Tempus businesses. Concept Function Health and Superpower have demonstrated massive consumer willingness to spend on comprehensive health testing, but they don't provide net new insights beyond standard clinical biomarkers.…
In this post I walk through the two distinct paths as well as the core traits and ideologies behind each of them. Full essay here: michaeldempsey.me/blog/2025/10/0…
(New Essay) Sequencing vs. Equal Odds In building companies navigating the intersection of science and engineering, we have repeatedly notice the patterns of two distinct R&D paths that lead to success, and a middle ground that leads to structural poison.
(New thesis) AI-ification of R&D proteins There’s been an emergence of new papers on computational antibody, peptide, nanobody, and and enzyme design. While these are all relevant for new therapeutics, there’s massive market opportunity in R&D reagents. (This thesis was started…
Our team at @CompoundVC gathered clinical, partnerships, and financial data on 90+ most successful platform biotechs ever to more precisely understand what these companies typically look like as they scale Here's initial results (tho pls treat as illustrative, not as fact)
(New essay) Narrative Cycle Entry A core reality for founders is that narrative timing has become a first-order strategic decision that demands the same rigor as product, GTM, or research. When announcing their company, founders should be aware of the point in the narrative…
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