PERSON DIRECTORY
Michael Dempsey
Michael Dempsey appears in 2 indexed conversations across Delphi Digital, Empire. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Which Businesses Will Survive AI? | Michael Dempsey
AI vendors growing 6x in a market expanding 10x may be losing ground, while stack convergence could put $30 billion businesses at risk of displacement within nine months.Compound’s roughly 23-company portfolio includes 16 biotech businesses and only three AI investments, reflecting Dempsey’s preference for scientific ventures that control a route from discovery to commercialization.
Most Venture Funds Are Playing Momentum Games | Michael Dempsey
Venture momentum is uniquely fragile: without scaled liquidity, dilution and preferred stacks can turn a softening bid into a 100% drawdown rather than 10–20%.Compound’s seed data finds that every valuation bucket above the bottom quartile produces similar top-decile outcomes, while Dempsey sees a 2028–2030 AI window and must rebuild the firm’s edge through higher-order analysis.