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Our public theses
Enter the Compound Thesis Database An experiment with a few of our working theses that we've pulled from our internal database & made public. It's rough, but we hope it allows founders, operators, & investors to better connect with us & help us learn. compound.vc/thesis
Why Is the Smart Grid So Dumb Missing Incentives in Regulatory Policy for an Active Demand Side in the Electricity Sector esig.energy/wp-content/upl…
Pulsed plasma coiled tubing drilling in crystalline rock environment pureadmin.unileoben.ac.at/ws/portalfiles…
Ultra-High Efficiency Hydrogen Production Using Commercial-Type Solid Oxide Electrolysis Cell System papers.ssrn.com/sol3/papers.cf…
Operational study shows airlines can reroute to avoid ice-supersaturated zones that form contrails, using existing flight planning tools. Cuts non-CO₂ forcing with fuel/time trade-offs—feasible for near term deployment. iopscience.iop.org/article/10.108…
Builds a stereochemically paired sulfinyl-aziridine covalent library; finds KL2-236, a MYC-binding degrader targeting IDR C203/D205, causing proteasome-dependent MYC loss; optimized to KL4-219A—pointing to druggable sites in MYC. biorxiv.org/content/10.110…
(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.
Advance: Plain Transformer on 3D coordinates (no graphs/equivariance) matches equivariant GNN MAE on OMol25 and runs faster. Learns distance-decaying attention; follows scaling laws; enables MD/MLIPs for drug/material R&D. arxiv.org/abs/2510.02259
QUID: 170-system QM benchmark of ligand-pocket motifs with CCSD(T) & QMC agreeing to ~0.5 kcal/mol. Decomposes NCIs, scores DFTs, flags FF/SE gaps—raising binding-energy fidelity for more reliable lead scoring in drug design. nature.com/articles/s4146…
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