Finding the Next Anthropic, Quantifying Venture Capital, and the Science of Picking Winners
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.
- 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 →
- Venture capital deal access can be audited by matching public fundraising announcements against internal CRM data, email logs, and calendar invites. Read →
- 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 →
- Paying for short payback customer acquisition with 10-year venture equity burns permanent equity value on temporary working capital needs. Read →