Compound | Activity | F4

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Team Portfolio Raise Champions Essays

F4/Compound/Activity

Compound Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Team Change

Jason Kelly, co-founder and CEO of Ginkgo Bioworks, joins Compound as a Venture Partner, focusing on biotech and autonomous science.

Compound

Compound Compound

compound.vcAUG 19, 2026

AUG 19, 2026

Essay

Michael Dempsey's satirical essay on the state of venture capital, arguing that small funds should give up competing with mega-funds descending to seed stage.

Compound

Compound Compound

compound.vcAUG 18, 2026

AUG 18, 2026

Essay

Published thesis on investing in Anagen/HairDAO, exploring the intersection of crypto coordination mechanisms and biotechnology for drug development.

Compound

Compound Compound

compound.vcJUN 17, 2026

JUN 17, 2026

Exit

Portfolio company SuppCo, a supplement trust and transparency platform, was acquired by Function Health. Compound was an investor in SuppCo.

Supp.co

Supp.co Compound

functionhealth.comMAY 12, 2026

MAY 12, 2026

7 essays· FEB 2026 – APR 2026Show all

Essay

Published a thesis essay on AI-enabled one-to-one tutoring and venture-scale edtech opportunities.

The 2-Sigma Problem: The 1:1 Tutor

Runway Atlas Compound

mackenziemorehead.comAPR 8, 2026

APR 8, 2026

Essay

Published a thesis note on biotech narrative-building, new biological data modalities, consumer diagnostics, lab automation, and human challenge trials.

tech, bio, automation, AI stream of consciousness

shelbyann.substack.comAPR 6, 2026

APR 6, 2026

Essay

Published a crypto/investing essay on convexity, power-law outcomes, and why category leaders can deserve structurally higher multiples.

If You're Not First, You're (Maybe? Potentially? Probably?) Last

0xsmac.substack.comAPR 2, 2026

APR 2, 2026

Essay

Published analysis on biotech platform business models and strategies.

A Quantitative Look at Biotech Platforms

compound.vcMAR 25, 2026

MAR 25, 2026

Essay

Published research on scaling human challenge trial approaches in biotech.

Scaling Human Challenge Trials

compound.vcMAR 17, 2026

MAR 17, 2026

Essay

Published essay on AI safety and market dynamics in frontier AI.

AI Safety Has 12 Months Left

compound.vcMAR 4, 2026

MAR 4, 2026

Essay

Published research on the foundations of foundation models and scaling laws in AI.

The Fickleness of Scaling Laws

compound.vcFEB 19, 2026

FEB 19, 2026

Investment

Participated in The General Intelligence Company's $8.7M seed round led by Union Square Ventures.

The General Intelligence Company

The General Intelligence Company Compound

forbes.comDEC 8, 2025

DEC 8, 2025

Essay

Published playbook on decentralized science investment strategies.

The Decentralized Science Playbook

compound.vcOCT 23, 2025

OCT 23, 2025

Investment

Participated in The Clearing Company's $15M seed round led by Union Square Ventures.

The Clearing Company

The Clearing Company Compound

clearing.coAUG 2025

casinobeats.com

AUG 2025

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