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All right, welcome to the Risk Reversal podcast.

I am Dan Nathan.

I'm here with Michael Dempsey.

He is a partner at Compound VC here in New York City.

He is returning to the podcast.

Michael, thank you.

Thanks for having you.

All right, you and I back in June, had this great conversation. We were talking about AI, autonomy, a bunch of themes that you've been investing in for a while. I think you first came on the podcast maybe two or three years ago. And this was not a sort of Johnny Come Lately thing for you. You've been looking at the you know, the evolution into what a lot of investors

have just been talking about AI rather than differentiating a lot of the different technology

and how it's going to work within not just the tech space, but industry is outside of it

and disrupting. And you've been involved in some really interesting names. And we're going to talk

...