Saved by mj
data-driven VC is over
A Crisis Moment for Seed VC
nextview.vc
- DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage
- Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )
- To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo?
data-driven VC is over
Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
michaeldempsey.me