Investing, particularly venture capital, is 50% science and 50% art. The industry relies heavily on charisma and the founders' 'it' factor. That criteria warrants plenty of merit; one shared truth among all my investor colleagues is that the greatest founders of our generation have an unmistakable drive and dedication to their craft that is near impossible to put a finger on. But here is how the process actually works once the charming visionaries have been identified. When an investor meets a promising founder and decides to take a closer look, they are handed a vast collection of data. For many now, harnessing AI to sift through what is relevant feels like the only sensible response. The data is massive, but cherry-picked and packaged by the founder ' the crux of the information asymmetry problem that underlies the entirety of the VC model. Today, when pitch decks and company websites can be vibe-coded in a single afternoon, and data slicing is aided by the world's most powerful...
learn more
