(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

I think a lot about how there are a small number of venture firms in the world who have been early to invest in both AI & Crypto at the scale/depth we have @CompoundVC . This isn't some veiled humblebrag statement, but instead a realization of how important it is to make sure we as a firm aren't overstimulated and... See more