Compound
@CompoundVC
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Compound is a thesis-driven, research-centric investment firm leading seed rounds :: :: What we're currently reading @compoundarxiv | Not called Compound VC
NYC
Joined June 2009
it’s rare there’s such futurism mixed with tactical and tangible scientific results and path forward. Highly rec.
What if we could grow human tissue by recapitulating embryogenesis? This is an interview with Matthew Osman (@thematthewosman and Fabio Boniolo (@FabioZB_I), the co-founders of Polyphron. (Links in reply) The thesis behind Polyphron is equal parts nauseating and exciting in
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New post: Ozempic for Sleep <0.5% of biopharma R&D is for sleep, only going to narcolepsy, insomnia + OSA But all neurological conditions are sleep disorders. AD, PD, depression, etc And sleep is on of the only truly population-scale GLP-like opportunities We detail the research
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I just passed my 6 month mark at @OrbitalHardware and I'm excited to share my first public facing project! It's an interactive browser of 200k generated MOF structures, complete with latent space exploration and high-dimensional filtering with parallel coordinates 🗺️🔬 Let's
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enjoyed this one quite a bit, thanks for having me narratives imo can be a double-edged sword and often get conflated (especially in crypto) with the term meme, when in reality those two terms are more like cousins if you enjoyed this discussion at all, i'd rec these two pieces
NEW POD Investing in fundamentals vs narratives And talked: - State of liquid funds - Valuations debate - Tension between old guard + new - What outperforms: chains v apps Great chat with @TraderNoah and @0xsmac
https://t.co/VNCyOtEszq
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What happens when two Oxford/Cambridge neuroscientists leave academia to build the first true brain wearable? Our founders @anamonterohoras and Andre Marques Smith were delighted to do their first ever podcast interview with @JoeVennare and the team at @fittinsider After
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At our AGM we discuss our core areas + give individual thesis presentations. This is our 2025 AI/ML overview. It covers: - Breakthroughs & economic impacts of self-improving AI - Talent & Compute in technology - The progression of competition - Compound's approach & more
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We've decided to publish parts of our Annual Meeting this year (I've been tweeting some slides) on 11/19/2026. First up is the unedited overview on narratives and technology markets. We will release other videos soon on AI/ML, Robotics, Bio, Crypto, and more.
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“Being early for a long period of time gives you perspective, context, and insights that others don’t get” I think about this comment on a @fredwilson blog post from 9 years ago often. It deeply resonates and shapes a lot of how we do what we do @CompoundVC
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Wayve and @NissanMotor have signed definitive agreements to bring next-gen intelligent driving to mass-produced vehicles. 🚘🤖 Nissan will be the first global automaker to deploy Wayve’s AI Driver across the next-gen ProPILOT series in Japan, North America and beyond. This
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Incredibly proud to share Polyphron to the world. https://t.co/zBOUVaAD5J Traditional medicine treats the body as a collection of targets to control, not as an integrated system that needs to be rebuilt. Our therapies reflect this bias; drugs modulate pathways and gene edits
polyphron.com
Polyphron is building the world’s first scalable tissue foundry. A platform that can engineer any human tissue, of any size, geometry, or complexity.
Mind-blowing scoop this morning on Polyphron. They're building human tissue - ie parts of organs - to replace diseased and damaged parts of the body. @eryney_ok delivered the goods on this one https://t.co/JD4wOBEUeO
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Mind-blowing scoop this morning on Polyphron. They're building human tissue - ie parts of organs - to replace diseased and damaged parts of the body. @eryney_ok delivered the goods on this one https://t.co/JD4wOBEUeO
corememory.com
Embryos know something we don't, but Polyphron thinks AI can help us learn
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New Post: What to Do if Energy Gets Cheap? We discuss (w possibly excessive) detail solar's historical cost drivers and likely future costs Then go into a few less often discussed categories we're excited about: SOECs, cultivated meat, metals production, and more
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Excited to announce we’ve raised $8.7 Million in seed funding led by @usv with participation from @AcrewCapital, @CompoundVC , @yoheinakajima, @scottbelsky, Agent Fund, Mute Ventures, @basementstudio, @JohnPhamous, @mprkhrst, @SarahChieng, @Jackyhuang, and @thehousefund
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Thrilled to welcome Daniel, Florian and the entire Quality Match team to Wayve, strengthening our team in Germany! We're super impressed at the technology they built. We will team-up to accelerate our ability to find edge-cases in massive amounts of unlabelled driving data and
We’re proud to welcome the Quality Match team to Wayve. Their passion for improving data quality in computer vision and AI will make our Embodied AI even stronger as we work together to advance safer, smarter mobility. Read about the news here 📷 https://t.co/CNRyjvAJJR
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We recently announced Mofasa, our new 3D generative model for Metal-Organic Frameworks. To help the scientific community build on this work, we’ve released a dedicated web interface to search and analyze the results. In this demo, our Chemistry Researcher, Simon takes you
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What would you build with crazy cheap energy? If off-grid electricity got to $10-20MWh
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Super excited to dive into all things DeSci, with @shelbynewsad & @0xsmac from @CompoundVC It'll be a fun one. Don't miss it!
We’re in the early days of a step-function change in science. One of the deepest bear markets in biotech’s 45-year history has sparked a quiet rebellion among scientists & engineers who want to build differently. Join us this FRIDAY w/ @shelbynewsad & @0xsmac from @CompoundVC
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Introducing INTELLECT-3: Scaling RL to a 100B+ MoE model on our end-to-end stack Achieving state-of-the-art performance for its size across math, code and reasoning Built using the same tools we put in your hands, from environments & evals, RL frameworks, sandboxes & more
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