Quant comes to Venture Capital

In an increasingly competitive environment among Venture Capital (VC) firms, fund managers continuously search for ways to develop an edge over their peers. This realisation has led them to pursue more data-driven approaches and to start diving into the potential of data in investment processes.

A great deal has been written about what constitutes Venture Capital and what does not (including by this very author) in these seventy years. Though many different things to many different people, Justice Potter Stewart’s famous dictum in Jacobellis v. Ohio works for our purposes:I shall not today attempt further to define the kinds of material I ... See more

I loved this concept of evaluating your own potential cause of death as a venture firm. Over the last few years the number of venture firms has grown from ~900 to nearly 2,000 different firms managing $500B+ of capital. In a market correction some people predict as many as 50% of those firms could fail. One prediction I have is that as venture fund... See more

- The generative AI revolution is swiftly giving rise to a myriad of startups, with an increasing need to categorize them by their function in the AI landscape, including foundational model providers, infrastructure enablers, and application developers.

- Generative AI is transforming industries across the globe, not just in Silicon Valley, with imp... See more