Jerry Ye on Tracking Credit Card Panels for Venture Alpha
Jerry Ye explains how tracking a 3% to 5% sample of US card spend reveals startup retention and revenue inflection years before consensus.
Finding the Next Anthropic, Quantifying Venture Capital, and the Science of Picking Winners
With David Weisburd, Jerry Ye · Monday, November 9, 2026
Jerry Ye, Partner at BITKRAFT Ventures, discusses how machine learning, alternative data panels, and talent tracking are making venture capital quantifiable. He explains how data revealed Anthropic's talent advantage over OpenAI years early, breaks down the mechanics of non-dilutive user acquisition financing, and outlines how venture firms and LPs can objectively measure deal access using CRM data and funnel metrics.
Key takeaways
- Hedge funds decided a decade ago that consumer credit card data held no fresh alpha, yet early-stage venture investors are only now tapping the same feeds. Read more →
- Venture capital deal access can be audited by matching public fundraising announcements against internal CRM data, email logs, and calendar invites. Read more →
- Senior engineers leaving Big Tech forego $100,000 to $200,000 in annual cash compensation, turning each technical hire into an internal check written in foregone wages. Read more →
- Paying for short payback customer acquisition with 10-year venture equity burns permanent equity value on temporary working capital needs. Read more →
4 articles from this episode
Jerry Ye on Auditing VC Deal Access With CRM Data
Jerry Ye and David Weisburd explain how LPs and venture firms audit deal access and partner attribution using CRM and calendar data.
Jerry Ye on Tracking Talent Signals to Beat VCs
Jerry Ye explains how tracking talent flows and churn revealed Anthropic's advantage over OpenAI years before the market caught on.
Jerry Ye on Why Equity Is Too Expensive for Ad Spend
BITKRAFT's Jerry Ye explains how programmatic cohort financing replaces dilutive equity and fixed debt for customer acquisition.
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