Dan Nathan welcomes Mike Dempsey of Compound VC on the RiskReversal Podcast to discuss the firm's approach to investing in disruptive tech, including generative AI and autonomy.

Mike shares his background from hedge funds to early-stage investing, detailing Compound's research-centric strategy in identifying undervalued tech opportunities. The conversation covers broader market trends, the evolution of AI and its impact on public companies, and the dynamic between private and public investing. They also delve into specific investments like Wave, an autonomous driving tech startup, and potential market impacts from major players like Tesla, Waymo, and emerging competitors.