Compound

A bit about us: docsend.com/view/i72yxz3

microdosing 10's of drugs in patients already happens today with Phase 0. we believe this should be maximally scaled via a new startup company. DM if you want to chat more.

We @CompoundVC are showcasing the frontier of bioML with folks pushing the ambition, tasks, datasets, and context possible. We have an all-star lineup : - @Basecamp_Res Phil Lorenz on building a database of 1M new species and 10B novel genes - @NOETIK_ai @recursus building the earth's largest multimodal tumor dataset - @BrianHie's @aditimerch building de novo genes from a genomic language model - @PossuHuangLab @ginaelnesr's building net new enzymes with novel active sites - GxL and @james_y_zou's researcher Kevin Wu will be presenting on massive context gains through adding all arxiv and pubmed papers - @KortemmeLab's Dru Myerscough on their incredible work on protein dynamics - @WUFang40615703 on giving reasoning abilities to protein language models We have a couple more seats for those also building at the frontier. luma.com/uhz3r8wt

First up we break down a core focus at @CompoundVC biotech platforms: - Novel Modalities - Discovery Methods - Hub-and-Spoke For each, we detail the differences in typical payment terms, the nuances of how to build such a company, and best resources we've ever found Links below

In this weekend's guest op-ed, @0xsmac from @CompoundVC breaks this phenomenon down using the 8 structural shifts in financial markets 👇 thetokendispatch.com/p/let-the-bubb…

- host launch parties - release pre-prints - sending frequent, public updates - writing your company’s masterplan - do launch videos these things are being done in biotech now....part of building in 2026 is understand every way to get a much mindshare as possible and keep eyes on your company. matters A LOT for hires, investors, and customers.

We’re excited to announce Orbital Industries is working with @nvidia to deliver DSX AI Factory Infrastructure. Through our data center division @OrbitalITGlobal , we are implementing DSX infrastructure at scale via modular systems. Manufactured in controlled environments and deployed rapidly, modular AI factories accelerate the path from energy input to AI output up to six times faster than traditional approaches. Within the wider DSX ecosystem, Orbital IT is focused on the power, efficiency, and delivery-speed challenges of scaling AI factories for the next generation of machine intelligence, enabling partners to maximize tokens, power, and profit. Our CEO Jonathan Godwin shared more on why the next wave of AI depends on a new approach to infrastructure: "By working with NVIDIA on DSX, we are building the foundation for a new model of AI data center deployment - one that is faster, repeatable and designed for the realities of global demand. By using our AI platform, we remove errors in the design phase, slashing lead times and ensuring our modular data centers operate at peak thermodynamic efficiency from day one." This announcement comes ahead of London Tech Week 2026, where the infrastructure constraints of AI, from deployment speed to power density, will take centre stage. Our COO Daniel Miodovnik joins a panel at London Tech Week on the Deep Tech Stage tomorrow at 15:30pm on ‘The Limits of AI Data Centres and What Comes Next.’ Read more about the partnership: it.orbitalindustries.com/news/press/orb…

This will be the first opportunity for the public to experience riding the Wayve. We have a decade of experience teaching our AI to drive and I can't wait for folks to experience how smooth and confident the experience is, from booking on Uber to seeing the Wayve AI Driver do what it does best: respond to tricky scenarios on the fly, navigate varying weather conditions, and seamlessly executing pickups and dropoffs, from our King’s Cross HQ to Heathrow. What's different from other robotaxi services in USA/China? 1. intelligence - you'll quickly see this with complex interactions or safe navigation around pedestrians and cyclists. My favourite is seeing human like pick-up/drop-offs where our robotaxi finds safe, legal and socially responsible positions all with onboard reasoning 2. no geofence - we don't use HD-maps, so the robotaxi can drive wherever you want to go, urban, highway, wherever 3. it's London - one of the most complex driving environments!

spotify: bit.ly/molesy39 apple: apple.co/4oeevjj youtube: youtube.com/watch?v=tJ37Od…

NEW POD - retail trader life with @molesy39 we discussed: > molesy's pre-crypto days & path to crypto > his btc-maxi era > a huge covid bet > struggling with balance > trading process > drawdowns > current market + much more links below note: we recorded this ~ a month ago

We @CompoundVC put together a biz model database with tons of detail on each to help you navigate We often meet founders with hammers looking for a nail Theyre spinning out their PhD work but dont know how to think precisely about the right biz model to maximize its translation

I really loved @anton_d_leicht and @deanwball latest essay because it does the thing I’ve wanted more discourse on which is brings forward specific actions to take and idea spaces to explore. A high order abstraction of a lot of the ethos that I’ve come back to many times on this site is “humans are undefeated at solving the problems we create for ourselves.” If you have this ethos it allows you freedom to orient around betting on this long-term trend and let time + human ingenuity compound. A few thoughts: - On the labor side. I am of the shared belief that we cannot let junior employees wither away because it is more efficient. The essays proposal on tax subsidies with strong cliff around the labor is quite interesting and I think it is a good first step/idea to brute force path for maintaining this labor in order to manage transitionary time. Getting at both economic and societal implications of this is somehow lost on a subset of tech CEOs today. Again, I come back to the multiple tweets of people that like to remind us that society is fine with the K shape of society as long as it doesn’t diverge too much (x.com/ReubenR8002791…) - On the economics/taxes side. Similarly it is obvious we will need to shift taxes from labor towards capital, and starting with broad based corporation tax perhaps does this in its most simplistic form, but it doesn’t really solve the incentive problem. I agree that you can’t tax tokens perfectly in mid-term as it disincentivizes innovation but I do think you can subsidize or build incentives for combining labor with tokens (others have proposed rebate system with labor and taxes on tokens so you net out humans/token efficiency, this feels complex but more directionally correct, though doesn’t get around the idea that it kills experimentation around tokenmaxxing). - On data transparency. We @compoundvc have discussed this quite a bit internally (images attached) and believe it is abundantly clear that new institutions or companies can emerge from private sector to build significantly better economic indicators with tighter feedback loops over the next 5 years. This actually feels existential as quarterly model updates diffuse, and as eventually a subset of tokens or ROI from AI moves from easily trackable cloud into decentralized nodes either via local compute/on-prem or more privacy-preserving setups. We have imagined this in two forms, both as a more traditional company, as well as via financializing the instrument to capture fees on speculation of it. If you’re interested in this idea space, we have a lot to walk through and would love to chat. - “The attitude we suggest you take on this issue is uncomfortable, because it lacks certainty in convictions. It asks you to bet on humans to figure out what to do, but not to idly sit back and watch it play out.” Amen.

Biotech is being rewritten by two forces: AI and Chinese biotech. The playbook that worked for the last two decades doesn’t anymore. The question of what's worth building has never been harder to answer. Our take: the next era will be defined by companies that build in the places neither AI nor China can reach alone. We're sharing how we're thinking about it, and what we're building at Moab. open.substack.com/pub/moabtx/p/t…

Standing room only at the @CompoundVC Idea Factory event! Ideas at each one of these is better than the last… > anemia vaccines > immune system transplants > multiplex phase 0 for all diseases > exotic probiotics Many more … thanks to all that attended!

How to Stop California from Burning Down Half the most destructive fires in CA history have occurred in the last 10yrs There's no one silver bullet solution. Capital intensive startups selling to utilities, local gov, fed agencies And yet surprisingly it feels kind of tractable

We just published our latest monthly newsletter that includes research from our @CompoundVC team, our Idea Factory event tomorrow, and what we're reading Sign up below

We successfully predicted emotion from brain activity, achieving >2x performance to the previous state of the art. Alljoined collected a dataset of 3,408 videos paired with EEG data across 24 participants, covering happy, sad, fear, anger, disgust, and neutral emotion.

I sat down with @mhdempsey, Managing Partner at Compound, one of the first investors in Runway ML before most people knew what generative AI was. In this episode we talked about: - How he wrote the first check into Runway ML and why being early is the only edge that truly compounds over time - Why he sat out the entire 2021 bull run when every other firm was deploying at record speed - Why tech went from the coolest industry in the world to one of the most hated and what needs to change - How he has 5X every fund he has run by doing less than almost every other venture firm in America - Why writing on the internet is the most important thing he has ever done in his career Michael was thoughtful on everything from thesis driven investing and frontier technology to ethics, responsibility and what the venture industry needs to reckon with before it loses the trust of the world entirely. The episode is available here: YouTube: youtu.be/7tuzvCpdpYE Spotify: open.spotify.com/episode/7qybbe… Apple Podcasts: podcasts.apple.com/gb/podcast/per… If you enjoy the episode, subscribing to Personable and sharing it with one person who would love it is the best thing you can do to support the show. Harvey

Today we’re launching @wayve_ai Labs, dedicated to advancing frontier Embodied AI and accelerating the path to general-purpose intelligence in the physical world. Nearly a decade ago, Wayve was founded on a contrarian conviction: AI would have its greatest impact when it could perceive, reason and act in the real world. Since then, we’ve pioneered many of our field’s key breakthroughs: the first world model for driving (2018), video generative models for simulation (2022), and vision-language-action models for embodied reasoning (2023). Over the past decade, we’ve built an organization which brings together the global scale of automotive talent with frontier AI science. Wayve is the best place to work on frontier Embodied AI science, while seeing your work deployed in mass production in the physical world. At Wayve, idea -> global deployment is measured in hours. Now, our commercial progress enables us to increase our ambition even further. We want to create the best environment for Embodied AI research. Wayve Labs combines global-scale driving data, real-world deployment, and frontier-scale compute to create a uniquely powerful environment for Embodied AI research.

Today, we’re pleased to announce we’ve raised $50 million in Series B funding led by @pluralplatform This round also includes existing and previous investors NVentures (NVIDIA), @radicalvcfund, @CompoundVC and @FlyVC. The raise scales our AI engine for the physical economy and builds next-generation data centre hardware. Orbital Industries builds hardware from the atoms up, addressing the physical constraints of AI infrastructure. Through @OrbitalITGlobal, our commercial brand for data centre infrastructure, our first products tackle bottlenecks in cooling and deployment, with a non-toxic fluid for next-generation GPUs and modular infrastructure that drastically cuts build times. Read more about the round: orbitalindustries.com/news/press/orb…