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On My Mind

On My Mind is the blog and newsletter of Michael Dempsey, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 74 posts published between December 2018 and August 2026. Recent coverage focuses on Venture Capital & Startups.

74 posts indexed0 in the last 30 daysVenture Capital & StartupsVisit site ↗

Friday, 21 August 2026

1 piece
The Forest is Always Dark
Venture Capital & Startups

Tuesday, 18 August 2026

1 piece
Dear VCs, Just Give Up
Venture Capital & Startups

Friday, 24 July 2026

1 piece
Beyond Tech's Power

Friday, 15 May 2026

1 piece
On Humanity & Human Beings

Tuesday, 24 March 2026

1 piece
Psychedelics, Religion, and Bryan Johnson

Wednesday, 4 March 2026

1 piece
AI Safety Has 12 Months Left

Monday, 2 February 2026

1 piece
VC-Backed Startups are Low Status

Thursday, 1 January 2026

1 piece
A Thousand Ways

Wednesday, 17 December 2025

1 piece
The Privilege of Belief

Wednesday, 12 November 2025

1 piece
The Luxury of Knowing

Friday, 3 October 2025

1 piece
Sequencing vs. Equal Odds

Tuesday, 23 September 2025

1 piece
Narrative Cycle Entry

Tuesday, 26 August 2025

1 piece
Bitter Lessons From HALO'd Companies

Wednesday, 30 July 2025

1 piece
Timing IPO Windows

Monday, 2 June 2025

1 piece
Risk Tokens: Economic Security in AI Safety

Friday, 23 May 2025

1 piece
Narc Claude & The Mid-Stage of the AI Lab Cycle

Monday, 19 May 2025

1 piece
The First 40 Months

Friday, 28 February 2025

1 piece
February 2025 Crypto Notes

Tuesday, 11 February 2025

1 piece
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles

Wednesday, 29 January 2025

1 piece
Boredom, Chaos, & the Experimental Curve

Friday, 15 November 2024

1 piece
The Bitter Religion: AI’s Holy War Over Scaling Laws

Saturday, 26 October 2024

1 piece
Power & Technology

Tuesday, 8 October 2024

1 piece
In-Distribution vs. Out-of-Distribution Ideas

Monday, 30 September 2024

1 piece
Megalopolis & Self-Protectionism

Friday, 27 September 2024

1 piece
Signal vs. Noise, Market Efficiency, & Evolving Alpha

Wednesday, 7 August 2024

1 piece
AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board

Wednesday, 17 July 2024

1 piece
The Venturification of Research & The Resulting Prisoner's Dilemma

Thursday, 20 June 2024

1 piece
Robotics FOMO, Scaling Laws, & Technology Forecasting

Saturday, 20 April 2024

1 piece
Compound 2023 Annual Letter

Wednesday, 17 April 2024

1 piece
The Shifting Dynamics & Meta-Moats of AI

Thursday, 29 February 2024

1 piece
Expected Value In Crypto & Building Infinite Blockspace

Wednesday, 14 February 2024

1 piece
On Scope Creep & ZIRP Lessons

Tuesday, 23 January 2024

1 piece
Collective Intelligence, Multi-Agent Debate, & AGI

Monday, 8 January 2024

1 piece
AI Agents, Product Velocity, & User Interfaces

Tuesday, 2 January 2024

1 piece
Category Creation & Capital in Technology + Potential Market Tops

Sunday, 24 December 2023

1 piece
Lost Short Essays From Twitter - #1

Tuesday, 3 October 2023

1 piece
Open Source AI Business Models & Brand Moats

Wednesday, 27 September 2023

1 piece
Luda

Thursday, 14 September 2023

1 piece
The Importance of Founder Pedigree In Emerging Technologies

Tuesday, 5 September 2023

1 piece
Full-Stack Deep Tech Startups & AI Value Capture
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