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Compound is a Thesis-Driven, Research-Centric Investment Firm
Recent Writing
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AI/ML & Robotics
AI Safety Has 12 Months Left
Published on
March 4, 2026
AI/ML & Robotics
The Fickleness of Scaling Laws
Published on
February 19, 2026
Crypto
Déjà Vu All Over Again
Published on
January 6, 2026
Crypto
The Decentralized Science Playbook
Published on
October 23, 2025
Investing & Company Building
Sequencing vs. Equal Odds in Deep Tech
Published on
October 6, 2025
Investing & Company Building
Narrative Cycle Entry
Published on
September 24, 2025
Biology
A Playbook for Human Evidence
Published on
July 23, 2025
Biology
Towards Material Abundance
Published on
June 18, 2025
Biology
Dozens of Nobel-Worthy Innovations Awaiting Biomanufacturing 2.0
Published on
April 21, 2025
Crypto
Putting Cryptography Back in Crypto
Published on
February 26, 2025
Investing & Company Building
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
Published on
February 11, 2025
Biology
Autonomous Science Part II: Commercializing Autonomous Science
Published on
February 6, 2025
Biology
Part II: The Biosecurity Solution Space and Potential for Venture-Scale Businesses
Published on
September 26, 2024
Crypto
DePIN's Imperfect Present & Promising Future: A Deep Dive
Published on
September 12, 2024
Biology
A Biohacker Future
Published on
August 23, 2024
Investing & Company Building
The Venturification of Research & The Resulting Prisoner's Dilemma
Published on
July 17, 2024
AI/ML & Robotics
Robotics FOMO, Scaling Laws, & Technology Forecasting
Published on
June 20, 2024
Biology
Why Biosecurity Matters – What are We Protecting Against? Part I
Published on
June 13, 2024
Investing & Company Building
Compound 2023 Annual Letter
Published on
April 19, 2024
AI/ML & Robotics
The Shifting Dynamics & Meta-Moats of AI
Published on
April 18, 2024
Investing & Company Building
Category Creation & Capital in Technology + Potential Market Tops
Published on
January 2, 2024
