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E27: Compound’s Michael Dempsey on Thesis-Driven vs Founder-Driven Investing
"Turpentine VC" | Venture Capital and Investing
Evolution of AI Investing Strategies
The evolution of AI investing strategies over the years has shifted from backing talented teams working on cutting-edge technology to focusing on applications that can accelerate AI adoption or require novel research. Initially, the emphasis was on supporting innovative AI researchers while facing skepticism about the practical applications of AI. Investments moved towards areas like creative AI, AI-driven self-driving cars, automation tools, and product enhancements. The current belief is that there are no invincible modes in AI, leading investors to prioritize companies with agile excellence in product development or novel research. Companies like Orbital Materials exemplify this shift by bridging digital models with real-world synthesis. The key lesson learned is the importance of rapid innovation and putting diverse ideas into practice to navigate the highly competitive AI landscape.
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