Compound is a thesis-driven,
research-centric investment firm
Recent Writing
Expected Value In Crypto & Building Infinite Blockspace
Collective Intelligence, Multi-Agent Debate, & AGI
Category Creation & Capital in Technology
Finding Bio Software Fit (BSF)
Open Source AI Business Models & Brand Moats
The Importance of Founder Pedigree in Emerging Technologies
Full-Stack Deep Tech Startups & AI Value Capture