On My Mind mhdempsey.substack.com

Random writing about life, humans, technology, investing, and more.

“We are at a moment in tech where people have minimal desire to be different, a pendulum swing from the prior decade in which originality drew respect.”
mhdempsey.substack.com·1w·
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A Thousand Ways
mhdempsey.substack.com·6w·
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The Privilege of Belief
mhdempsey.substack.com·8w·
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The Luxury of Knowing
mhdempsey.substack.com·13w·
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Sequencing vs. Equal Odds
mhdempsey.substack.com·19w·
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Narrative Cycle Entry
mhdempsey.substack.com·20w·
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Bitter Lessons From HALO'd Companies
mhdempsey.substack.com·24w·
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Timing IPO Windows
mhdempsey.substack.com·28w·
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Risk Tokens: Economic Security in AI Safety
mhdempsey.substack.com·36w·
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Narc Claude & The Mid-Stage of the AI Lab Cycle
mhdempsey.substack.com·38w·
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The First 40 Months
mhdempsey.substack.com·38w·
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February 2025 Crypto Notes
mhdempsey.substack.com·50w·
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The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
mhdempsey.substack.com·52w·
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Boredom, Chaos, & the Experimental Curve
mhdempsey.substack.com·54w·
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The Bitter Religion: AI’s Holy War Over Scaling Laws
mhdempsey.substack.com·65w·
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Power & Technology
mhdempsey.substack.com·67w·
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In-Distribution vs. Out-of-Distribution Ideas
mhdempsey.substack.com·70w·
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Megalopolis & Self-Protectionism
mhdempsey.substack.com·71w·
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Signal vs. Noise, Market Efficiency, & Evolving Alpha
mhdempsey.substack.com·72w·
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AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board
mhdempsey.substack.com·79w·
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