This is the first episode in our data-driven VC series. Amir is a Senior Vice President of Fund & Investment Analytics at Techstars and has ton of knowledge. Hope you enjoy our conversation. Let us know what are your thought in comments.
Perspectives shared are Amir's and not those of Techstars!
Show notes and topics we are discussing:
Role of the data person in the company and also in context of portfolio
Signal to noise ration across investment scene
Being a data detective. Everyone has the same data but different conclusions
Data roles in data organisation and team work
State of Data-driven investing
About getting the right data from companies
Products which generate unique data not available anywhere else and ARK Kapital
SVB case - signal vs noise.
Jesse Livermore on fear and greed
Market shocks and change of culture
Risk reward trade-off in VC industry
Astrology of VC industry
Data-driven vs. So what?
Large language models
Agents and agent based models
Hallucinating and improving prompts
Blind reliance on tools and FOMO
Potential biases in the data and how that affects results
Language models from startup side of the table
Information arbitrage and obligation to invest
Money Ball vs Babe Ruth
Valuation distribution and risk reward dynamics
Becoming managers of agents
Exponential curve of innovation - The AI Revolution: The Road to Superintelligence