"Turpentine VC" | Venture Capital and Investing cover image

E27: Compound’s Michael Dempsey on Thesis-Driven vs Founder-Driven Investing

"Turpentine VC" | Venture Capital and Investing

NOTE

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner