Invest Like the Best with Patrick O'Shaughnessy

Michael Dempsey – Investing in Bleeding Edge Technology – [Invest Like the Best, EP.212]

Feb 9, 2021
Michael Dempsey, General Partner at Compound Ventures, shares his insights on investing at the cutting edge of technology. He delves into the rise of virtual influencers and the impact they have on the entertainment industry. Dempsey also discusses key inflection points in tech evolution, illustrating how they can reveal investment opportunities even during tough economic times. Additionally, he covers advancements in robotics and gaming, shedding light on their potential for reshaping markets in the near future.
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INSIGHT

Inflection Points as Opportunities

  • Inflection points are moments when things change, driving opportunities.
  • These changes can be technological, economic, or related to market dynamics.
ANECDOTE

False Inflection Points: Crypto and VR

  • The rise of crypto in 2017 and the VR boom illustrate false inflection points.
  • These were driven by hype and novelty rather than scalable technology.
ANECDOTE

Planet Labs' Creative Use of Tech

  • Planet Labs creatively used mobile phone sensor tech in satellites.
  • This reduced costs and leveraged advancements from a different domain.
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