mhdempsey
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Interesting to think about the two largest crypto assets being under-owned
If you want to see what overreactions in public markets look like, look no further than $NOTV and $CRL.
Both got obliterated upon FDA news surrounding animal testing and have rallied aggressively since then.
Both got obliterated upon FDA news surrounding animal testing and have rallied aggressively since then.
Who is someone that is very "compound-y" (aesthetic/style of someone who would work at Compound or approaches investing similarly) that I don't know but should?
(New Post) Risk Tokens: Economic Security in AI Safety
There is a lot of interesting research these days surrounding understanding the internals of models as well as other areas of alignment + safety.
With some of our work @CompoundVC @Compoundarxiv in biosecurity as well as crypto, I put forward the idea of Risk Tokens which aim to show that when you align economic incentives with desired behaviors, security becomes an emergent property rather than an imposed constraint.
A lot of this is inspired by some of the recent work at @AnthropicAI on circuit tracing and more.
There is a lot of interesting research these days surrounding understanding the internals of models as well as other areas of alignment + safety.
With some of our work @CompoundVC @Compoundarxiv in biosecurity as well as crypto, I put forward the idea of Risk Tokens which aim to show that when you align economic incentives with desired behaviors, security becomes an emergent property rather than an imposed constraint.
A lot of this is inspired by some of the recent work at @AnthropicAI on circuit tracing and more.
There is some interesting signal in the fact that when you push all of the frontier models to imagine types of solutions to problems, new types of companies to be built, or technological process, blockchains are cited over and over again
LIke many, I've been thinking more about UBI and how to create collective ownership/shared upside of assets that could be disruptive to future earnings potential.
A half baked thought:
Why has ARK or another ETF manager not created a single-asset ETF that invests $xB directly into OpenAI or Anthropic? Feels like regulatory is there and you'd be able to tell a story around AI model ownership so if you're put out of work at least you maybe own the asset that did it (i know this doesn't solve the % of people who don't have income to invest in market).
I'd imagine the labs on some time horizon would perhaps be interested as it would likely be the cheapest cost of capital and could create user alignment to a commodity product for some.
In theory today's best proxies are Worldcoin $WLD (trades almost like a Sam/OpenAI sentiment token but now perhaps flipping as they make real progress and more valuable users come on the network) and $NVDA (he who sells the GPUs, fuels the intelligence) / other mag7.
A half baked thought:
Why has ARK or another ETF manager not created a single-asset ETF that invests $xB directly into OpenAI or Anthropic? Feels like regulatory is there and you'd be able to tell a story around AI model ownership so if you're put out of work at least you maybe own the asset that did it (i know this doesn't solve the % of people who don't have income to invest in market).
I'd imagine the labs on some time horizon would perhaps be interested as it would likely be the cheapest cost of capital and could create user alignment to a commodity product for some.
In theory today's best proxies are Worldcoin $WLD (trades almost like a Sam/OpenAI sentiment token but now perhaps flipping as they make real progress and more valuable users come on the network) and $NVDA (he who sells the GPUs, fuels the intelligence) / other mag7.
Worldcoin is interesting to me because if you buy today you are effectively betting that the asset outpaces ~$5-$10B (2-4x of market cap) of structural sell pressure over the next 5-10 years?
Am I wrong here?
Am I wrong here?
There's this kind of mutually agreed upon politeness investors have with each other and founders because
1. Many of us collaborate at some point in our careers and we don't actually want to actively harm each other.
2. Being a founder is hard and we respect that
but sometimes it is really hard to not look at certain projects or VC structures (in crypto) or companies (in deep tech) and say something for the good of the commons.
1. Many of us collaborate at some point in our careers and we don't actually want to actively harm each other.
2. Being a founder is hard and we respect that
but sometimes it is really hard to not look at certain projects or VC structures (in crypto) or companies (in deep tech) and say something for the good of the commons.
It feels more likely to me that the market risk is skewed materially to the downside versus some even odds or better skew to continuing to rally past all time highs for rest of 2025
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