Compound

Compound is a thesis-driven, research-centric investment firm | What we're currently reading @compoundarxiv | Not called Compound VC

[Compound @CompoundVC]

A bit about us: https://t.co/uBN7qrLG3c

[Yano 🟪 @JasonYanowitz]

Goal was to see if IRL Dempsey is as thoughtful as he is online.

This was the widest ranging Empire podcast in awhile… @mhdempsey did not disappoint.

> will the labs eat everything
> will SaaS survive
> romanticizing tech
> how to hold cash
> venture

[Edward Larkin @ealarkin7]

We often joke internally that Valius should actually be called The Cell Surface Company.

We’re ultra-enthusiastic about cell-surface targeting therapeutics, both now and the more powerful agents coming soon.

I think it will lead to much more tumor-agnostic oncology than previous generations of molecules did.

[Anagen💈 @anagenxyz]

MINX will keep shipping. That sentence should not need repeating.

It does, because Veradermics ($MANE) sent Cease & Desists to our pharmacy partners and doctor network.

Why did Veradermics try to shut down MINX?

Their lead drug candidate, VDPHL01, is an extended release minoxidil tablet.

The company, Veradermics Incorporated, seems to view MINX as a competing product.

Find the full video on our YouTube channel to learn more about what makes MINX different.

MINX will keep shipping.

[smac @0xsmac]

the hyperevm is dead long live the hyperevm

hypercore spot tomorrow

[Perp City @perpdotcity]

Was a pleasure hosting the first Frontier Markets event at the Perp City office.

here’s to many more great events in the near future 🥂

[Vincent Weisser @vincentweisser]

Open Superintelligence Research Day

Friday, October 23
Berlin

https://t.co/jbn9XsAD5z

[Empire 🟪 @theempirepod]

NEW POD with @CompoundVC Managing Partner @mhdempsey

We cover:
– Will the labs eat every startup?
– Which SaaS companies survive
– Why the public hates tech
– Bio's breakout decade
– If Crypto venture is dead

TIMESTAMPS:
00:00 Intro
01:29 How Do You Invest Without FOMO?
08:30 Is The AI Boom Built To Last?
12:32 Will AI Labs Eat Every Startup?
17:19 Ads (Fidelity Crypto)
17:52 Which Software Companies Survive AI?
24:35 Why Is Tech Losing Public Trust?
33:56 Ads (Fidelity Crypto)
34:35 Gambling, Inequality, And Financial Nihilism
40:03 Has Tech Lost Its Soul?
43:54 How Compound Finds Its Next Bets
55:36 Can AI Transform Biotech?
01:03:39 Why Still Invest In Crypto?
01:08:04 Which Crypto Companies Could Go Public?

[Michael Dempsey @mhdempsey]

I have often said that humanoids make the most sense in areas in which you are looking at the cost of human life, not just of human labor.

In our conversations it became clear that @SandorFelber and I aligned very much on protecting humans across some of the most dangerous conditions in the world.

We're excited and privileged @compoundvc to partner with the Minerva team.

[Minerva Humanoids @mnv_humanoids]

Meet Roger, the humanoid purpose-built to protect human life in the most dangerous jobs across energy and public safety.

The experts stay safe and in control. Roger goes in.

No full autonomy needed.

Roger takes the risk. They get the job done.

Idea to walking in 5 months.

[Alquist @alquistrobotics]

When AI models control robots, decisions have physical consequences and instruction following carries much higher stakes. A robot can complete the task while still violating the rules along the way.
Our latest post explores learning high-level behavior from verbal feedback.

[Michael Dempsey @mhdempsey]

There are pivotal times in the company building journey where you must light a fire.

Sometimes that means burning a bridge so there's no going back.

Other times it means burning down what you've built and starting over.

We have found @compoundvc that sometimes founders need to hear that it is okay to do so in either scenario. A slight nudge, word of support, or gesture that allows them to do what they know they need to do even if it feels scary.

We made these lighters for our founders to make that gesture and support more explicit, no matter where the flames take us.

[Dr. Shelby @shelbynewsad]

last week, @CompoundVC, hosted the biggest data factory event ever.

@benchling hosted their amazing space and talked about the future of bio with AI Scientists

@scale_AI spoke about recent SOTA benchmarking judgement built around data sales

@FabioZB_I talked about the Polyphron tissue foundry

@contra showcased their work on creativity training

@TryBrickroad and @Freeman_Lewin are some of the most sophisticated data sellers

@QuickrBio wow'd us with their better, faster, cheaper platform

Dynamical Systems for materials science data factories and Ambitious for their healthy bill of materials.

So much happening here.

TY @shantenuagarwal for organizing and @nlarusstone for speaking!

[Vincent Weisser @vincentweisser]

Introducing Prime Inference

Own your intelligence
Own your inference
Win

[Alex Kendall @alexgkendall]

Looking forward to visiting Italy next week to unveil our autonomous Fiat 500e and Maserati Grecale with Stellantis 🇮🇹

Inspiring to see the Wayve AI Driver generalise to these new vehicles on the beautiful streets of Italy. Join us for a test ride!

[Anastasis Germanidis @agermanidis]

Announcing our first open-weights world-action model, Praxis-1. It turns out that, unsurprisingly, you can get predictably better robotics policy performance by scaling third-person video. It’s been fun to see the different tasks the model can solve zero-shot around our office.

We’re already working with Noble Machines, Standard Bots, and Ultra, to deploy Praxis-1 on their embodiments, and are excited to get it to the hands of more partners soon.

[Hannu Rajaniemi @hannu]

With @WSJ and @georgia_wells we are now sharing a bit more about our work at @redqueenbio : using AI and a lot of hard wet lab work to create medicines that let us prepare for both natural and synthetic viruses in advance.

[Dr. Shelby @shelbynewsad]

biggest data factory event in history happening tomorrow in SF!

excited for the @CompoundVC @benchling collab!

full circle to be running it with one of my oldest friends in SF biotech, @shantenuagarwal

[Freeman Lewin @Freeman_Lewin]

Heading to SF next week to speak at @CompoundVC's Research Day.

Reach out for coffee if you want sarcastic takes on data markets.

[Vincent Weisser @vincentweisser]

Excited to launch Prime Sandboxes: microVMs for large-scale agentic RL training.

We couldn’t find sandboxes that could handle the scale of our RL training, so we built our own.

https://t.co/PFsMDQF7hw

[Alex Kendall @alexgkendall]

On stage this week at @HumanXCo in Amsterdam, talking about our new Mercedes partnership and the work @wayve_ai is doing to build a global ecosystem around frontier Embodied AI