AI in VC: Outlook for 2025
Full Keynote Presentation
šĀ Hi, Iām Andre and welcome to my newsletter Data-Driven VC which is all about becoming a better investor with Data & AI. Join 28,730 thought leaders from VCs like a16z, Accel, Index, Sequoia, and more to understand how startup investing becomes more data-driven, why it matters, and what it means for you.
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I just gave a virtual keynote about my āData-Driven VC Outlook for 2025ā at Vestberryās Venture Intelligence Day. For everyone who wasnāt able to attend or wants to have another look at the content, I decided to publish select slides below and make the full presentation available for download here. Enjoy!
Why Should VCs Become More Data-Driven?
As an avid reader of this newsletter, you can probably skip the first two slides, but if youāre new here, probably worth having a look ;)
Status Quo: Recap Data-Driven VC Landscape 2024
We published the Data-Driven VC Landscape 2024 early May and you can access the full report for free here. Key insights from the 190 DDVC firms in our list below.
The previous slide serves as the foundation for my 2025 predictions: While the total number of DDVC firms has grown from 151 to 190 (=26% YoY), the total number of engineers across these firms has only grown from 767 to 865 (=13% YoY) May 2023 vs May 2024. Said differently, we have many new firms who are just getting started..
Outlook 2025
ā¦ and I expect this trend to extend into 2025: Itās still day one and majority of VC firms are yet to hire their first engineer and start their digitization journey. If Iād go by the number of firms who reached out to me asking basic questions on how to best start out and make the first hire, Iād expect the number of DDVC firms to at least grow again at the same rate, easily surpassing 250 firms globally in 2025.
Hereof, I expect three major trends: