Which Businesses Will Survive AI? | Michael Dempsey

Will the AI labs eat everything or is tech just too sure of itself to tell what actually lasts?

This week, Compound's Michael Dempsey explains why he invests against the herd in a market running on FOMO.

We explore which SaaS companies survive AI, why sentiment has turned against tech, his case for a historic decade in bio, and why crypto venture went quiet while onchain assets got interesting. Enjoy!

TIMESTAMPS:

00:00 Intro

01:29 How Do You Invest Without FOMO?

08:30 Is The AI Boom Built To Last?

12:32 Will AI Labs Eat Every Startup?

17:19 Ads (Fidelity Crypto)

17:52 Which Software Companies Survive AI?

24:35 Why Is Tech Losing Public Trust?

33:56 Ads (Fidelity Crypto)