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Michael Dempsey
Dreaming about the future, romanticizing the past | MP @compoundvc investing & researching former science projects & crypto | we are only creativity constrained
I think a lot about when people get cited for saying things like this and realize that it's just so net dominant to be Giga-bullish everything at every moment in time.
Nobody remembers when you're wrong (except if you liked NFTs or something), and it gives you the ability to point to the thing that you were super right on over and over again...even if it was consensus at the time but you screamed loudest.
fwiw this isn't about Brad specifically as much as it is about just posturing towards maximum bullishness as a way to attract any remote believers for eternity, when in reality i believe we should appreciate nuance/gradients of beliefs more
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"I suspect that the problem here isn’t lack of ambitious ideas, it’s more related to a fear of failure. Most people that have done research for a long time confront big, messy, unanswered questions that continually resurface through day-to-day experimentation.
It seems the best strategy is to do whatever you can to can to confront those questions directly. There is no question too big to make into a research project."
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biotech companies need to get human data as quickly as possible and there are many underdiscussed avenues for doing so.
Highly recommend reading our latest from @shelbynewsad
23.7. klo 02.35
(New Playbook) Human evidence is everything in biotech.
It’s the proof that a new therapeutic works, the foundation for investor belief, and the floodgate for real-world patient impact.
This is why us @CompoundVC have written a playbook on how biotech companies can get human evidence as fast as possible.
- Expanded Access, Phase 0, n-of-1 studies, Geographic and Regulatory Arbitrage, Human Challenge Trials, and Braindead Cadavers are underused paths
- 40M die each year from non-infectious disease; patients which should have the option to take new therapies, sooner
Exploiting these paths could lead to a safe and expeditious path towards a new Golden Age of drug discovery.
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Happy Tuesday from the center of the universe
22.7. klo 16.19
Tuesday's Weather Rating: 10/10
THE ELUSIVE JULY PERFECTION!!! High temperatures reach the low 80s with sunny skies, very comfortable dew points and a manageable, pleasant breeze. That's the secret formula, man. The vibes are immaculate out there today!!!
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I find the best investors are those who understand very clearly what they need to know is and are happy to move forward with a bunch of things they don't need to know.
Related to this: I would guess that many venture investment committees are 10x more detail oriented and 50% less valuable today because some subset of firms devolve into people dumping context into an LLM and asking for questions back to then feed to the investment lead during discussion.
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DM turner anything you want him to ask me
21.7. klo 23.40
Upcoming guests on @ThePeelPod:
- @GarrettLord, Co-founder of @joinHandshake
- Ryan Hoover (@rrhoover), Founder of @ProductHunt and @weekendfund
- Michael Dempsey (@mhdempsey), Managing Partner at @CompoundVC
- Isaac Medeiros (@theisaacmed), Founder of Mini Katana and Kenpai Foods
- Dan Feder, Senior MD of Investments at the University of Michigan
- Sahil Poddar (@llihas), Co-founder of @ParafinHQ
- Eoghan McCabe (@eoghan), co-founder of @intercom
- Albert Azout, Co-founder of @LevelVC
Should be a great next few months!
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