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E27: Compound’s Michael Dempsey on Thesis-Driven vs Founder-Driven Investing
"Turpentine VC" | Venture Capital and Investing
** Compound’s rationale for little concern over technical risk **
The speaker discusses the Montana 'right to try' law, which allows citizens to access drugs in clinical trials, emphasizing the breaking down of barriers in biology. They express optimism in the US system for pushing out research for free and believe that concerns over a slowdown in progress due to large AI labs are unwarranted. The speaker advocates for early adoption based on optimism and an understanding of when a technology has matured, suggesting that people tend to be overly pessimistic about the time horizon.
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