We view our portfolio as a collection of the various futures we believe in.
See some of our latest ideas in the Compound Thesis Database
Automation
AI, Machine Learning, & Robotics
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Open Source AI Business Models & Brand Moats
10.03.23
Full-Stack Deep Tech Startups & AI Value Capture
09.05.23The Dark Forest of R&D and Capital Deployment in AI
07.18.23Thin Layers of AI, Thick Layers of Personality
05.08.23The End of Narrative-Only Deep Tech Companies
11.28.22The Most Dangerous Thing About The Moment
10.20.22The Great Month of ML
09.22.22Company Building in the Curiosity Phase of AI
9.20.22The Great Month of ML
09.22.22Apple, Autonomous Vehicles, & Final Mover Advantages
07.13.22
Healthcare & Biology
Digital Health through Biotech
Bionaut | Boost Biomes | Cellvoyant | Conception | Culture Biosciences | EEG & AI Platform | Imvitro | Juvena Therapeutics | Pear Bio | Population Scale AI for Clinical Trials | Reproducibility & Documentation Software | Talkspace | Tia | Spaero | Vitae
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Envisionings of a crypto-enabled healthcare platform
10.17.23The breakeven price for genome sequencing
10.05.23Foundation Models in Bio
09.07.23Imagination is all you need
4.13.23The frontiers of bio automation
3.31.23Big tech’s narrative in TechBio
2.10.23The 'recalibration phase' of AI in drug discovery
12.2.22Investing in DNA synthesis
10.31.22DNA synthesis - a technical primer
10.18.22Product vs. platform in synthetic biology
10.11.22Food as Medicine: Targeted Nutrient Deprivation (TND) Therapy for Cancer
4.8.22A Deeper Dive into Near-Term Quantum & Applications in Drug Discovery
2.28.22