data-driven VC is over

The current fervor around robotics, particularly humanoid robots, exemplifies this shift. Investors are betting on the most generalizable approaches, driven by the idea that what works in AI will seamlessly translate to robotics. This simplified forecasting could be a testament to the improved speculative ability of modern investors to let go of th... See more

Risks to the trend

1. LPs too slow to react, VCs lack incentives to admit limitations in current processes


2. Poor quant performance 


3. Downturn in private markets 

From the perspective of an operations guy, there is a lot of riff-raff in venture capital: posers, herd mentality, technology infatuation, too much education, not enough experience to appreciate what grit and focus it takes to grow a business out of nothing. To have a fighting chance, you want to be with the best firms, and the best partners in tho

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