Sublime

Opportunities:

1. Quants-as-a-service companies


2. Talent identification 


3. Dedicated funds employing this strategy 


4. Artificial Intelligence at the table model

The original hypothesis of the first investment DAOs (MetaCartel Ventures and the LAO) was that the aggregate network and expertise of 60–100 DAO members (builders & investors) was able to better assess and provide value add to projects than the typical venture fund that is run by 2–3 partners...  But even so, investment DAOs today have been able... See more

The passage below, from @kahneman_daniel’s article “Don’t Blink! the Hazards of Confidence”, should connect with anyone in VC. Kahneman’s work on how bias and ego influence decision making — particularly in investment — provide a solid foundation for a hypothetical VC curriculum. In this... See more

The problem with vc market maps is that the categories are made up and the labels don't mater. ✨AI solves this✨ Instead of grouping startups by what investors think, now you can group them by what text-embedding-ada-002 thinks. (Interactive version: https://t.co/MNcjcl95KF)... See more

1. DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage


2. Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )


3. To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo?

... See more

Bottom Line: The use of big data in analytical decisions is here to stay. It's no surprise that the trend is accelerating in venture capital and startups.

ai16z is a fully AI-managed tokenized venture DAO where agents evaluate investment opportunities suggested to it by the community, execute trades, evaluate the reputations of members based on the success of those trades, and grow the AUM of the fund. It’s been on a crazy speculative run over the past few weeks on the backs of a big vision and... See more

Google Translate for venture capitalists, 2021 vs. 2022. https://t.co/UDky1GPOT9

Instead of hoping for 2–3 VCs to constitute the round, we inverted the process, starting with private individuals and using their enthusiasm to show VCs what we were worth.