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Blockworks' crypto podcast covering digital-asset markets, investing, founders, protocols, and industry structure.
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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.
