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Crypto
Compound is a Thesis-Driven, Research-Centric Investment Firm
Recent Writing
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Investing & Company Building
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
Published on
February 11, 2025
Biology
Autonomous Science Part II: Commercializing Autonomous Science
Published on
February 6, 2025
Biology
Autonomous Science Part I: Everything’s an API Away
Published on
February 4, 2025
Biology
Biochemical Wearables, Ingestibles, Implantables: In Between a FitBit and CAR-T Therapy
Published on
January 15, 2025
Biology
Predicting protein dynamics, moats and commercialization
Published on
December 18, 2024
AI/ML & Robotics
The Bitter Religion: AI’s Holy War Over Scaling Laws
Published on
November 14, 2024
Investing & Company Building
Signal vs. Noise, Market Efficiency, & Evolving Alpha
Published on
September 27, 2024
Biology
Part II: The Biosecurity Solution Space and Potential for Venture-Scale Businesses
Published on
September 26, 2024
Crypto
DePIN's Imperfect Present & Promising Future: A Deep Dive
Published on
September 12, 2024
Biology
A Biohacker Future
Published on
August 23, 2024
AI/ML & Robotics
Neural Net Potentials: Near Frontier and Implications
Published on
August 8, 2024
Investing & Company Building
The Venturification of Research & The Resulting Prisoner's Dilemma
Published on
July 17, 2024
AI/ML & Robotics
Robotics FOMO, Scaling Laws, & Technology Forecasting
Published on
June 20, 2024
Biology
Why Biosecurity Matters – What are We Protecting Against? Part I
Published on
June 13, 2024
Investing & Company Building
Compound 2023 Annual Letter
Published on
April 19, 2024
AI/ML & Robotics
The Shifting Dynamics & Meta-Moats of AI
Published on
April 18, 2024
AI/ML & Robotics
Collective Intelligence, Multi-Agent Debate, & AGI
Published on
January 23, 2024
Investing & Company Building
Category Creation & Capital in Technology + Potential Market Tops
Published on
January 2, 2024
Crypto
SOL Survivor
Published on
December 5, 2023
