AI in VC: Outlook for 2025
Full Keynote Presentation
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I just gave a virtual keynote about my “Data-Driven VC Outlook for 2025” at Vestberry’s Venture Intelligence Day. For everyone who wasn’t 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 you’re 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
… and I expect this trend to extend into 2025: It’s still day one and majority of VC firms are yet to hire their first engineer and start their digitization journey. If I’d 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, I’d 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: