Saved by Jay Matthews
Quant comes to Venture Capital
James Heath on LinkedIn: Big Funds, Bigger Problems: The Flawed Math of Venture at Scale
James Heathlinkedin.com
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.
Lawrence Lundy-Bryan • data-driven VC is over
Respectfully, I think @pmarca is wrong here.
While it's true that VC has historically relied heavily on intuition, personal networks, and subjective judgment – the "art" Marc Andreessen refers to – this perspective underestimates AI's rapidly growing capabilities and its potential to systematically analyze, quantify,... See more
Matt McDonaghx.com