data-driven VC is over

The solo GP with deep founder relationships in a specific sector doesn't just see different data—they see the same data differently. They recognize patterns others miss not because of superior analytical frameworks, but because their lived experience has calibrated their pattern-recognition systems to detect signals invisible to outsiders or algori... See more

As research becomes abundant, wisdom is emerging as the scarcest and most valuable resource in the venture decision-making process, creating a new basis for differentiation.

Wisdom operates as a meta-layer above conventional knowledge. While information tells us "what is" and knowledge explains "how things work," wisdom addresses the profound question of "what matters and why."

As we rely on same agents trained on overlapping data, we will see the emergence of an efficient market theory of venture capital—a troubling prospect for an industry built on information asymmetry.