Invest Like The Best
Episode 212 Investing in Bleeding Edge Technology
Invest Like The Best

Episode 212: Investing in Bleeding Edge Technology

Invest Like The Best

Episode 212

Investing in Bleeding Edge Technology

Michael is a Partner at Compound, a seed-stage venture fund based in New York. We cover the rise of virtual influencers, how to identify key inflection points in the evolution of new technologies, and why computational biology might be the single best technology bet right now.

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[00:02:54] – [First question] – Early stages of his career

[00:05:13] – What are inflection points and how he views them as a source of opportunity 

[00:07:40] – Real vs fake inflection points 

[00:12:19] – Creativity as a key component of inflection points 

[00:15:01] – Generative Adversarial Networks

[00:18:02] – History of animation and the innovation we are seeing there today 

[00:20:12] – Why he thinks animation is eating the world

[00:24:11] – The concept of a digital celebrity and their scale

[00:29:17] – Characteristics of digital celebrity creators

[00:31:12] – Longevity and consistency of these personalities

[00:33:11] – Future of gaming and potential for investments in the space 

[00:37:49] – The landscape for robotics and what has him excited

[00:41:07] – The exploration of space and the opportunities there

[00:44:35] – Computational biology and the investment potentials

[00:48:11] – How 2020 has changed the ability to solve scientific problems

[00:51:32] – The idea that Cyberpunk is now

[00:53:32] – Sam Hinkie podcast episode

[00:53:51] – Kindest thing anyone has done for him

Investing in Bleeding Edge Technology

Introduction

Patrick
My guest today is Michael Dempsey, General Partner at Compound Ventures. Michael invests in a broad range of areas but has a unique talent for combining brand building and direct consumer relationships with technically demanding sectors. Our conversation covers the rise of virtual influencers, robotics, and how to best identify key inflection points in the evolution of new technologies. I hope you enjoy my conversation with Michael Dempsey.

Michael's Background

So Mike, I'd love to begin with a simple thumbnail sketch of your career to this point. Describe for the audience, how you got into the business you're in now and what the major stages of your career have been to this point.

Michael
I'd start with in college I spent a lot of time thinking about finance and trading a little bit and really became obsessive with markets broadly. After school, went to work at a hedge fund, doing everything from long/short on the public side to some derivatives trading, to eventually some cross-border private equity as well from Asia to the US. And eventually, started to do a little bit of seed investing there, which was a little off for 2011, hedge funds doing seed stuff - there weren't a ton of people doing it. At that point, I really fell in love with the seed investing stuff. I think that was both intellectually stimulating to me and still had the level of paranoia that public markets brought me, which is there's always someone working harder to destroy you on the other end of a trade.

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