cover of episode Agentic Disruption & The Race For Robotaxi Supremacy With Mike Dempsey of Compound VC

Agentic Disruption & The Race For Robotaxi Supremacy With Mike Dempsey of Compound VC

2025/6/3
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On The Tape
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People
D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
M
Mike Dempsey
Topics
Dan Nathan: 我想了解 Compound VC 在做什么，特别是他们在颠覆性技术方面的投资。你们很早就关注生成式人工智能了。 Mike Dempsey: 我在对冲基金领域开始我的职业生涯，最终转向了早期阶段的投资。我在 CB Insights 工作时，主要关注深度技术领域，如机器学习、机器人、生物、加密和太空。Compound VC 采取以研究为中心的、以论文驱动的投资方法，支持处于种子阶段的创始人。在风险投资领域，我寻找那些投资者不花时间或不具备专业知识的领域。我会关注那些“书呆子”在周末做的事情，因为那将成为十年后的主流。风险投资允许更高的错误率，因为少数非常成功的投资可以弥补其他投资的不足。我们的流程是试图理解尾部风险或尾部情景的错误定价。如今，理解投资的二阶和三阶效应比理解一阶效应更重要。我们关注的是可能被低估的变化，以及如何评估结果的可能性。我们的运营假设是，未来五年投资的关键在于关注二阶和三阶效应，以及什么被低估或真正投机。

Deep Dive

Chapters
This chapter discusses the current state of M&A activity and IPOs, exploring market trends and investor strategies to drive growth and unlock value. It highlights the impact of market forces on deal flow and the shifting approaches of companies and investors.
  • M&A activity and IPOs are discussed
  • Market trends and investor strategies are analyzed
  • Impact of market forces on deal flow is examined

Shownotes Transcript

Dan Nathan welcomes Mike Dempsey of Compound VC) on the RiskReversal Podcast to discuss the firm's approach to investing in disruptive tech, including generative AI and autonomy.

Mike shares his background from hedge funds to early-stage investing, detailing Compound's research-centric strategy in identifying undervalued tech opportunities. The conversation covers broader market trends, the evolution of AI and its impact on public companies, and the dynamic between private and public investing. They also delve into specific investments like Wave, an autonomous driving tech startup, and potential market impacts from major players like Tesla, Waymo, and emerging competitors. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)