E453: Quantifying Venture Capital, Finding the Next Anthropic, and the Science of Picking Winners

What if you could identify the next billion-dollar startup before its founders even approach investors?

In this episode, I sit down with Jerry Ye, Partner at BITKRAFT Ventures, to explore how data science is transforming venture capital from an intuition-driven business into something increasingly measurable. Drawing on his background in machine learning, large-scale data mining, and quantitative investing, Jerry explains how investors can identify promising startups through employee movements, credit card transactions, customer retention, and alternative data.