Writing
We intentionally publish our research early and often in an effort to help advance the thinking in the categories we care about and connect with the founders we want to back.
Automation
AI/ML/Robotics
Collective Intelligence, Multi-Agent Debate, & AGI
01.23.24
AI Agents, Product Velocity, & User Interfaces
01.08.24
Full-Stack Deep Tech Startups & AI Value Capture
09.05.23
The Dark Forest of R&D and Capital Deployment in AI
07.18.23
Thin Layers of AI, Thick Layers of Personality
05.08.23
The Most Dangerous Thing About The Moment
10.20.22
The Great Month of ML
09.22.22
Company Building in the Curiosity Phase of AI
09.20.22
Apple, Autonomous Vehicles, & Final Mover Advantages
07.13.22
The Future Is Federated (Learning)
12.21.20
Bio & Healthcare
Clinical Health through BioTech
Finding Bio Software Fit (BSF)
12.14.23
Envisionings of a crypto-enabled healthcare platform
10.17.23
Foundation Models in Bio
09.07.23
Imagination is all you need
04.13.23
The Frontiers of Bio Automation
03.30.23
Big tech's narrative in TechBio
02.10.23
The 'recalibration phase' of AI in drug discovery
12.2.22
Investing in DNA synthesis
10.31.22
DNA synthesis - a technical primer
10.18.22
Product vs. platform in synthetic biology
10.11.22
Food as Medicine: Targeted Nutrient Deprivation (TND) Therapy for Cancer
4.8.22
A Deeper Dive into Near-Term Quantum & Applications in Drug Discovery
2.28.22
Other
Investing, Building, Life, etc.
Category Creation & Capital in Technology
01.02.24
The Importance of Founder Pedigree in Emerging Technologies
09.14.23
Compound 2022 Annual Letter
04.14.23
Narrative Cycles & Conviction in Technology
03.06.23
The End of Narrative-Only Deep Tech Companies
11.28.22
Get Rich or Die Tryin’
07.25.22
Talent Problems with The Metaverse & Inevitability
07.14.22
Venture Capital to Innovation Capital
06.28.22
Where Tech & VC Markets Go From Here
12.10.21
Speculative Bubbles in the 21st Century & Asymmetric Upside
09.19.21
Advancing Equity Compensation & The War For Talent
08.11.21
Dots, Not Lines
08.06.21
On Inflection Points
07.29.20
Narratives & Pseudosecrets
11.19.19
“Research is to see what everybody else has seen, and think what nobody has thought.”
- Albert Szent-Gyorgi
