내가 좋아할 만한 콘텐츠
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…
🤫 Behind the scenes of our product showcase this week in Tokyo. With @NissanMotor we unveiled next-generation ProPILOT, integrated with @wayve_ai. ➡️ Over the last 2 weeks the Wayve AI Driver has been busy and has completed 52 demo drives with media in busy downtown Tokyo. 🇯🇵…
not going to write a blog post with lots of charts on this but tldr is i think the bears are wrong to me their best argument is that the fed is behind the curve, the economy is cooling considerably and the market is expecting a ton of cuts ahead of this (i.e. the market believes…
Delpho is... - a next-generation CDP purpose-built for Hyperliquid & designed to combine with our fully onchain yield-bearing stablecoin - able to offer the best borrow rates (0% or close) on Hyperliquid/HyperEVM - built from the ground-up, zero forks - a representation of what…
The examples below (not an exhaustive list) cover the four main archetypes of originators, focused on: - Speed and conviction - Research and expertise - Process and scale - Community and talent Each plays a vital role in ensuring that the top of venture capital's funnel is as…
New article - A Day in the Life of the World’s Most AI Forward Company How do we use agents at The General Intelligence Company? - We're always adding more context to the agent - We're running automations daily and overnight - We use Devin and Cursor for code gen More 👇
Over the past few years we’ve noticed both an intense desire to solve the various biosecurity problems in many ways, and also a feeling of uncertainty about how to take action both on the non-profit and for-profit side. We’re excited to bring everyone together to share research…
In a world of increasing scientific legibility, the resurrection of diseases like Measles, and the potential for man-made outbreaks, something must be done. At @CompoundVC , we've been obsessed with biosecurity for years. We've written extensively about how pathogens can be…
- Request 8–1,000+ GPU clusters - Get quotes from 50+ providers within 24 hours - Re-sell idle GPUs back to our liquid compute market, minimizing your costs - Dedicated support from our research team
Today we're launching Reserved Instances - Request 8–1,000+ GPU clusters - Get quotes from up to 50+ providers in 24h - Re-sell idle GPUs back to our spot market - Support from our research team
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내가 좋아할 만한 콘텐츠
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General Catalyst
@generalcatalyst -
Lightspeed
@lightspeedvp -
Susa Ventures
@SusaVentures -
cp0x.com
@cp0xdotcom -
RRE Ventures
@RRE -
2048 Ventures 🧬 🤖 ⚙️
@2048vc -
Slow Ventures
@slow -
Primary
@PrimaryVC -
Upfront Ventures
@upfrontvc -
Lerer Hippeau
@LererHippeau -
Village Global
@villageglobal -
Michael Dempsey
@mhdempsey -
boldstart ventures
@Boldstartvc -
Cantos
@cantos -
Draper Associates
@DraperVC
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