Our public theses

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

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're running a @CompoundVC Research Day on BioML Frontiers in SF on June 23. Not only are we seeing new model architectures, net new data sources, but we're also seeing new ambitions of BioML from: - generating de novo viruses - to making fully fledged human tissues - to creating foundation model companies from consumer diagnostic data We've written extensively about this previously and to further our work at Compound in creating legibility of new futures, business models, and progress, we're excited to showcase and host those at the BioML Frontier. ​Please join us for a morning of rapid-fire presentations, dreaming, and downright impressive hillclimbs. ​We have a couple spots open for speakers if being on the BioML Frontier resonates with you and your team. (Link below for registration. This will be a small, curated event.) ​Thanks to @runwayml for hosting this event at your space!

NEW POST (Let The Bubble Wash Over You) some thoughts on market structure and what the new financial regime looks like including: > convective weather systems > the reality of rolling bubbles > how did we end up here > what does it mean for the future link to full piece below

New Post ht @0xsmac Water's assumed to be an inherently scarce resource, something to fight over, ration and to reject economic growth for. Yet desal is within a stone's throw of price competitiveness with surface water Creative new solutions are on the way new bisiness models

(New Essay) On Humanity & Human Beings How close are we to AGI? Is the current model already training the next one? Do all models converge? Where does the energy come from? What are the other bottlenecks? Is China actually behind? Are we already at war? Is cancer actually solved? Are humanoids real? Is it a bubble? Will we nationalize the labs? Could we even? What happens to college? Universal basic income? Should I sell my AI exposure? Should I buy a doomsday compound? Should I just sell to a lab? Why can’t I sleep? Will I still have a job? What should I tell my kids to study? Should I have a kid? When was the last time you had a conversation that was not about this? Is this a religion? Do we really think we’re building a new god? Will I be okay? Will any of us?

@CompoundVC is having an Idea Factory event in NYC! We want *YOU* to come and share your most futuristic biotech idea on June 2 6-8PM. We've been floored by some of the ideas we've discussed previously: > Sequencing of chemical reactions instead of DNA > Self-evolving cancer vaccines > ​Image activated directed evolution > Dementia vaccines > Pooled drug screens in humans > Coffee that doesn't stain teeth And we want to discuss yours too! Signup below:

We @CompoundVC make a bull and bear case for the biggest questions in biotech today. The question we address are if: - Neolabs in bio will become very large, independent companies - Next-gen contract research organizations (CROs) that generate data for frontier and neolabs (along with biotechs) will become very big businesses - China will become the global hub of biotech - There will be more drug approvals per year in the US - There will be a collapse of incumbent drug distribution. - Biopharma becomes hyper-deflationary in mid-term (many assets for every target) and returns diminish drastically due to competitive pricing and higher distribution/marketing costs. - The asset-centric turn in biotech VC produce a wave of orphaned, single-asset companies.

New Post: Playbook for Diagnostics Companies We collected data on all the public assay companies and combed literature to add precision on how these co's evolve And to build a playbook to help diagnostics founders launch quickly, cheaply and navigate building a durable business

NEW POST: 2-Sigma Problem & AI Tutors The Promised Land for education has been 1:1 tutoring since Aristotle tutored Alexander the Great It's one of the only education approaches that works. But is also the least scalable AI's the first tech to enable it Yet no one's building it

New Post: Quantitative Look at Biotech Platforms Plenty has been written about bio platform strategy but no one's put numbers around it We used a whole lotta tokens to compile clinical, partnership financial data on the 100 most successful public platform biotechs of all time

We just published our second monthly newsletter highlighting our latest research, events, and must reads If you haven't already, subscribe at the link below!