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On My Mind

Michael Dempsey

Random writing about life, humans, technology, investing, and more.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues53SubscribersRead mhdempsey.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Power & Technology

When any industry progresses in importance and scale, it inevitably seeks to solidify and defend its position. In technology, this natural evolution has taken a noticeable turn - from an ethos of progress and diffusion to an obsession of so...

2 months ago
8
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In-Distribution vs. Out-of-Distribution Ideas

A simple definition from Claude for the uninitiated: In essence, in-distribution data fits the patterns the AI is trained on, while out-of-distribution data presents new, unfamiliar patterns or scenarios.

2 months ago
16
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Signal vs. Noise, Market Efficiency, & Evolving Alpha

As markets evolve, so do the areas in which investors seek alpha. And as the world evolves, it gets harder and harder to understand where and how one should focus in order to generate excess returns.

3 months ago
10
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Authors

The writers behind this newsletter.

  • Michael Dempsey

    Dreaming about the future and romanticizing the past | Managing Partner @compoundvc | investing in former science projects with a thesis-driven approach

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