Sublime
An inspiration engine for ideas
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.
Venture Capital 2.0—the revolution of Machine Learning & Data-Driven VC
The state of VC in 2025. Where we are, where we are going, and where to invest ... https://t.co/NvOOYzeEpG https://t.co/cbXha8w19L
This paper claims LLMs are better at selecting successful founders than VCs
"We introduce VCBench, the first benchmark for predicting founder success in venture capital (VC)"
"most models surpass human benchmarks" https://t.co/PVsFOtisaJ
1/27: We’ve seen a few $10B+ lending companies emerge from the fintech ecosystem in the past few years. We’ve also seen a few fintech lenders meltdown in the public markets.
Are lending companies VC backable? Thoughts plus a framework to answer this question👇 https://t.co/scMhUwqI36
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
Megafunds don’t have to win on distributions. Venture perhaps evolves to a point where mathematical return optimization is no longer the edge. When you can own the cap table, capture optionality across product cycles (YC’s obvious play), and crown the kings in a space, you become more than a fund - you are now a meta allocator. Speed, access, and... See more
Nathan • venture death
INVESTORS OF LAST RESORT
The revelation that https://t.co/hshsA8AJWd is speaking with Google about their new financing round, is not surprising in the least. Despite an incredibly engaging product (4M DAUs, with the average user spending 2 hours per day in the product), the company has extremely high burn since they are... See more
Gokul Rajaramx.com
What a time to be a Solo GP.
Fed o3 a bunch of docs on a verycomplex business, had it do a whole bunch of double-checking against public sources on BOM, competitors, etc., and then bear-base-bull & recommendation on whether I should double down before the B + much more. https://t.co/ZKNU0eb97D
