(New Post) The Compound 2023 Annual Letter This is a barely redacted version of the annual letter we sent our LPs. It covers our thoughts on: - AI, Robotics, Bio, & Crypto investment frameworks and industry views - The lack of durable consensus in venture - Building @CompoundVC... See more

We just sent our Page III update to Chapter One limited partners. I can't share everything, but I wanted to open source a few of the most interesting ideas: 1. Take our three most recent core investments and map out the long-standing relationships, and it’s clear that venture capital is a... See more