👋 Hi, I’m Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with Data & AI.

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Welcome to another edition of our Sunday “Resources” stream where we share our most valuable data & resources across four rotating formats:

  1. 30 Hottest Startups of the Month (December’s list here)

  2. Top Downloaded Resources from The Lab (“how to leverage AI for portfolio insights and value creation” here)

  3. State of the Market (December’s multiples & benchmarks here)

  4. Top Downloaded Resources from The Lab (this is today!)

For 1. and 3., we collaborate with best-in-class partners to ensure you get the highest quality data. For 2. and 4., we leverage our ever-growing product portfolio and share selective snapshots of the most sought-after resources from The Lab.

At the end of this post, you’ll find a unique deep dive on “how to unify different data sources into a single source of truth and make it accessible with AI” with experts from Dawn Capital, Norwest Venture Partners, and Foresight.

RESOURCES OVERVIEW🛠️

Summarize 50+ newsletters with ChatGPT

Evaluating startups with ChatGPT

VC Co-Pilot for deal sourcing

Top 10 Prompts for startup sourcing

Top 10 Prompts for startup screening & due diligence

Top 10 Prompts for deal winning & closing

List of 312 family offices

List of 59 pension funds

List of 997 accelerators


Access these and more resources like our 100+ masterclasses, automation templates, Notion templates, copilots, and more via our Annual and Premium subscriptions to The Lab with 30% discount until New Year’s Eve.

What I read this week🤓

Here’s a summary of the best content that I consumed in the previous week…

Thought-provoking piece about how a generation locked out of traditional wealth creation, by asset inflation, stagnant wages, AI-driven job insecurity, and social-media-amplified status anxiety, is rationally gravitating toward high-variance “casinos” like crypto, prediction markets, sports betting, and guru economies, not out of ignorance but because these arenas offer the last remaining sense of agency and a non-zero chance of escape on a shrinking timeline, making the real winners not the gamblers themselves but the platforms that monetize hope as long as these structural conditions persist.

The UBS Billionaire Ambitions Report 2025 finds that global billionaire wealth reached a record USD 15.8 trillion in 2025, driven by entrepreneurial innovation and the largest intergenerational wealth transfer in history, with nearly 3,000 billionaires worldwide and strong gains led by self-made founders in technology, industrials, and financial services. The reports reveals deep insights about their values, worries, aspirations, locations and relocations, family situations, and more.

Andrej Karpathy reflects on 2025 as a pivotal year for LLMs, marked by several conceptual paradigm shifts: the rise of Reinforcement Learning from Verifiable Rewards (RLVR) as a new core training stage driving “reasoning-like” behavior and reshaping scaling laws; a clearer understanding of LLMs as fundamentally non-human, jagged “ghost-like” intelligences rather than animal analogues, undermining trust in benchmarks; the emergence of a distinct LLM application layer exemplified by Cursor, which orchestrates models into domain-specific tools; the arrival of local, agentic AI like Claude Code that “lives” on a user’s computer; the normalization of “vibe coding,” where natural language enables anyone to create software cheaply and ephemerally; and early signs of a true LLM GUI through multimodal systems like Gemini Nano Banana, pointing beyond text-based interaction - alltogether suggesting LLMs are a new computing paradigm that is simultaneously more powerful and more limited than expected, with vast unrealized potential and rapid progress still ahead.

Integrating Data Sources and Making Them Accessible with AI

I’m excited to share the recording from one of the most watched recordings in our platform The Lab from a panel with Dawn Capital’s Head of Data & AI Ties Boukema, Norwest Venture Partner’s Head of Data & Eng Amanda Widjaja, and Foresight’s Founder and CEO Jason Miller.

Watch if you want to learn:

  • Which commercial data providers to rely on for startup sourcing and screening

  • Which data has become the true moat and how to automatically collect and process it

  • How LLMs are being used for data extraction from unstructured data to turn it into structured format

  • How to break data siloes and unify public and private data into a single source of truth

  • Why and how the buy versus build situation has changed, what leading firms still build and what they buy

  • The most common AI applications built on top of unified data

  • … and a lot more

Here’s the link to the full panel discussion👇

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