"Turpentine VC" | Venture Capital and Investing
E27: Compound’s Michael Dempsey on Thesis-Driven vs Founder-Driven Investing
Feb 20, 2024
Michael Dempsey, Managing Partner at Compound, discusses thesis-driven vs founder-driven investing, Compound's AI thesis, company building opportunities, ways to win at venture, advice for emerging managers, evolution of AI investing, exploring potential outcomes of increased capital, tech bio innovations, fertility investments, technical risk in venture capital investing, and strategies for seed fund managers in an insightful and engaging conversation.
01:00:48
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Quick takeaways
- Compound emphasizes thesis-driven investing, focusing on machine learning, robotics, and crypto for long-term value.
- Staying through down cycles in emerging tech areas like AI and crypto can reveal valuable investment opportunities.
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Thesis-driven versus founder-driven investing
Compound's approach to investing is research-centric and thesis-driven. They focus on identifying asymmetric opportunities and technologies that will have long-term value accrual. They have a defined view that allows founders to fit within their theses or challenge them, with a focus on machine learning, robotics, and crypto.
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