Compound is a thesis-driven, research-centric investment firm | What we're currently reading @compoundarxiv | Not called Compound VC
NYC
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Compound retweeted
Heading to SF next week to speak at @CompoundVC's Research Day.
Reach out for coffee if you want sarcastic takes on data markets.
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Compound retweeted
Excited to launch Prime Sandboxes: microVMs for large-scale agentic RL training.
We couldn’t find sandboxes that could handle the scale of our RL training, so we built our own.
nitter.net/PrimeIntellect/status/…
Prime Intellect
Introducing Prime Sandboxes:
MicroVM sandboxes purpose-built for RL training.
Model training requires running tens of thousands of concurrent sandboxes, leading to complex and costly configuration. We built Prime Sandboxes for our own team. Today we're releasing them publicly.
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Compound retweeted
EPISODE 03 // WISDOM OF THE CROWD
Pick a route home. Fastest? Scenic? The wrong turn?
Whatever you choose, you went with what spoke to you. Your neurons do the same thing 86 billion times over.
#thebrilliantbrain
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Compound retweeted
Fantastic Research Day on sleep. Special thanks to all speakers!!
Couple interesting insights:
- ARPAH is funding the collection of a gigantic dataset on 100M EHR records to disentangle sleep's pathology. This will be massively helpful for tx translation efforts
- With tx routes we like targeting AD/PD via SWS + glymphatic clearance a core issue pharma wants to see for trials is subtyping/patient selection
- Habituation/homeostatic adjustment would also be a concern for even the best tx ideas
To stay informed about these research days we host (like Shelby's next week on data), sign up here:
compound-newsletter.vercel.a…
We just confirmed two new speakers!
Stanford researcher on her mechanistic work on brain circuits that drive sleep regulation
And UCSF epidemiologist on her evidence for the link between sleep & AD/PD
You won't find more wisdom about sleep in one room
luma.com/249fnmh6
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Compound retweeted
I have rode in almost every AV since 2016 and the Wayve Mercedes was one of the most mindblowing drives I’ve experienced in my life.
Excited for the rest of the world to get to experience it soon.
Today @wayve_ai and @MercedesBenz are announcing a global strategic partnership! Through this definitive production agreement, we’ll bring our AI Driver to future Mercedes-Benz vehicles starting in the next two years.
This is the world's first integration of the Wayve AI Driver in the premium segment and is the third production deal we’ve announced for consumer cars in the last 9 months. It builds on Mercedes’ strategic investment in our Series D and years of technical collaboration between our teams.
Mercedes is an iconic company with a strong reputation for automotive innovation and engineering excellence - they built the world's first car in 1886! I couldn’t be prouder to build the future of autonomous driving together. Thank you to the entire Mercedes team.
Read more here: wayve.ai/press/wayve-mercede…
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Compound retweeted
Mercedes-Benz aims to close AI gap with China rivals through Wayve deal ft.trib.al/9Wo28Nl
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We’re partnering with @MercedesBenz!
We’ve signed a definitive production agreement to integrate the Wayve AI Driver into future Mercedes-Benz vehicles, bringing intelligent and scalable driving assistance technology to more consumers.
As part of a multi-year technical collaboration, we’ve integrated the AI Driver into the Mercedes-Benz production system architecture using their HW & MB.OS - watch us driving around the world in DE, US, & UK 🌍
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Compound retweeted
Today @wayve_ai and @MercedesBenz are announcing a global strategic partnership! Through this definitive production agreement, we’ll bring our AI Driver to future Mercedes-Benz vehicles starting in the next two years.
This is the world's first integration of the Wayve AI Driver in the premium segment and is the third production deal we’ve announced for consumer cars in the last 9 months. It builds on Mercedes’ strategic investment in our Series D and years of technical collaboration between our teams.
Mercedes is an iconic company with a strong reputation for automotive innovation and engineering excellence - they built the world's first car in 1886! I couldn’t be prouder to build the future of autonomous driving together. Thank you to the entire Mercedes team.
Read more here: wayve.ai/press/wayve-mercede…
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Compound retweeted
It’s an absolute privilege to see @thematthewosman build Polyphron with @FabioZB_I and now @vqctran!
This team truly works at lightning speed and their scientific unlocks beget new opportunities weekly.
This is only the beginning!
Today we’re announcing we’ve raised $20M in seed financing led by @QuietCapital , with participation from @GradientVC , @haystackvc and @CompoundVC and other amazing folks to build the verification layer for AI-driven biology.
We are also delighted to be welcoming @vqctran who is joining us from @GoogleDeepMind as a co-founder.
AI is not going to cure all diseases without a verification substrate - a scalable environment where models can test predictions and learn against living human biology.
AI is becoming increasingly capable of generating biological hypotheses, therapeutic candidates and experimental designs. But generating ideas is advancing much faster than our ability to test what those ideas will actually do in human biology. Existing systems force a tradeoff: the most biologically relevant approaches are slow and expensive, while faster in vitro and computational systems often lack the fidelity needed to capture human response.
Polyphron’s bet is that tissue is the fastest, cheapest, most parallelizable verification substrate that still contains the biology that matters and we believe the path to biological superintelligence runs through closed-loop interaction with these living and simulated human systems.
Thank you to @axios for covering the announcement.
Link to our new website in the thread.
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Compound retweeted
Astra outperforms Fable at robotic control!
We ran a controlled benchmark of GPT-6 Astra and Claude Fable 5.1 on our Pandroid robots across eight manipulation tasks. Astra completed 35% of attempts, Fable 15% (p≈0.001). Human teleoperators completed every task.
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Compound retweeted
in SF next week!
anyone wanna talk about
>flow matching for new bio modalities
>materials design for data centers
>in vivo detox
>consumer proteomics tests
>data sales to AI labs
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Compound retweeted
Today we’re announcing we’ve raised $20M in seed financing led by @QuietCapital , with participation from @GradientVC , @haystackvc and @CompoundVC and other amazing folks to build the verification layer for AI-driven biology.
We are also delighted to be welcoming @vqctran who is joining us from @GoogleDeepMind as a co-founder.
AI is not going to cure all diseases without a verification substrate - a scalable environment where models can test predictions and learn against living human biology.
AI is becoming increasingly capable of generating biological hypotheses, therapeutic candidates and experimental designs. But generating ideas is advancing much faster than our ability to test what those ideas will actually do in human biology. Existing systems force a tradeoff: the most biologically relevant approaches are slow and expensive, while faster in vitro and computational systems often lack the fidelity needed to capture human response.
Polyphron’s bet is that tissue is the fastest, cheapest, most parallelizable verification substrate that still contains the biology that matters and we believe the path to biological superintelligence runs through closed-loop interaction with these living and simulated human systems.
Thank you to @axios for covering the announcement.
Link to our new website in the thread.
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Compound retweeted
Cycles Pay is now officially running on @arc mainnet.
This is the first application built on top of the Cycles protocol, a privacy-preserving clearing algorithm that finds loops of mutual debt and settles them without altering what each party is owed on net.
Try it today at pay.cycles.money/
We already have a web app and a mobile app, and we’ve already added support for both businesses and individuals.
Perhaps more importantly, it has a combination of features no one else in the industry has built yet: private stablecoin payments, earn vaults, invoicing, expense splitting and AI assistants.
And we’re working on adding invoice financing, credit scores, balance lending, and rotating savings groups with the ultimate goal of becoming the first on-chain credit bureau to deliver credit scores based on real payment history and active payment obligations.
@arc is the foundation. We chose it because it is designed for payments with USDC as gas, sub-second finality, and reliable global infrastructure.
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Compound retweeted
New Post: Disentangling Depression
All top drugs for MDD launched 25-65yrs ago
Yet MDD is the 2nd largest contributor to years lived with disability
And we still diagnose MDD based on subjective self-reported symptom checklists
We break down the future for precision psychiatry
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We're excited to welcome Elisa de Martel to Wayve as Chief Financial Officer!
Elisa will oversee Wayve's global finance organization as we enter the next phase of growth across our automotive and robotaxi businesses.
wayve.ai/press/wayve-appoint…
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Compound retweeted
Perp City is hiring cracked humans
requirements:
- ship
- hate slop
- think most markets on the internet are boring
- want to build things people actually trade, argue about, and screenshot
open roles below
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Compound retweeted
Somehow, this brain built this world.
Lesson 01 of The Brilliant Brain: our seven-part exploration of human intelligence.
Created by: Robert Fox
Production & Design: Ester Works
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Compound retweeted
Last chance to RSVP to this Research Day on sleep with some of the world's top sleep researchers and entrepreneurs
luma.com/249fnmh6
We just confirmed two new speakers!
Stanford researcher on her mechanistic work on brain circuits that drive sleep regulation
And UCSF epidemiologist on her evidence for the link between sleep & AD/PD
You won't find more wisdom about sleep in one room
luma.com/249fnmh6
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Compound retweeted
We just published our latest Monthly Newsletter! Including our two upcoming Research Days on sleep and data factories (RSVP below) and...
- Our research on what comes after HBM and making decisions under life's inherent uncertainty
- What we're reading like tech that makes transcriptions events in the brain over time measurable in the blood + in-context learning in robotics
luma.com/249fnmh6
luma.com/t1t1bldz
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