Michael Dempsey is the managing partner of Compound, a thesis-driven, research-centric investment firm. Prior to founding Compound, Michael worked at the predictive analytics startup CB Insights and at Crane Partners, a multi-strategy hedge fund.

Our conversation covered how Michael views venture capital and frontier technologies, how Compound develops theses, and how he thinks about several of those theses in the areas of robotics, decentralized energy grids, local software, and AI.

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Moth Minds is a podcast where ⁠⁠⁠⁠⁠⁠Molly Mielke⁠⁠⁠⁠⁠⁠ of ⁠⁠⁠⁠⁠⁠Moth Fund⁠⁠⁠⁠⁠⁠ interviews high-agency humans.