Bert Baeck (@bertbaeck) 's Twitter Profile
Bert Baeck

@bertbaeck

Master in Science ML/AI. Serial Entrepreneur. Venture capitalist (growth capitalist), EID @ SmartFin Capital and CEO of Timeseer.AI (time series data quality)

ID: 71601182

linkhttp://www.timeseer.ai calendar_today04-09-2009 18:23:26

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Bert Baeck (@bertbaeck) 's Twitter Profile Photo

Key conclusions: 1. VC investment as a whole are down significantly from peak levels in 2021. 2. This decline is hitting late-stage much harder than early-stage. 3. Some VCs who were growth or late-focused have turned their eyes to Series A and earlier.

Key conclusions: 1. VC investment as a whole are down significantly from peak levels in 2021. 2. This decline is hitting late-stage much harder than early-stage.
3. Some VCs who were growth or late-focused have turned their eyes to Series A and earlier.
Bert Baeck (@bertbaeck) 's Twitter Profile Photo

Analysis of 6+ years of data on Carta cap table shows Series A is the most common acquisition point. Pre-seed startups also see M&A activity, late-stage less so

Analysis of 6+ years of data on Carta cap table shows Series A is the most common acquisition point. Pre-seed startups also see M&A activity, late-stage less so
Bert Baeck (@bertbaeck) 's Twitter Profile Photo

Early-stage valuations are okay, but fewer rounds are impacting fundraising. Seed stage valuations down 9%, volume nearly half. Series B: valuations down 44%, volume down 57%. Uncertain if volume will return or if there'll be fewer rounds than 2021. (source carta)

Early-stage valuations are okay, but fewer rounds are impacting fundraising. Seed stage valuations down 9%, volume nearly half. Series B: valuations down 44%, volume down 57%. Uncertain if volume will return or if there'll be fewer rounds than 2021. (source carta)
Bert Baeck (@bertbaeck) 's Twitter Profile Photo

2011: Big Data 2014: Deep learning AI 2019: Enterprise automation 2021: Modern Data Stack 2023: Generative AI Not overhyped fads. Different stages and facets of the same, massive secular trend.

Nassim Nicholas Taleb (@nntaleb) 's Twitter Profile Photo

Inspired by Howard Luks MD, Iñigo San Millán, Alan Couzens, & others am slowly discovering from the data that: Normal = endurance athlete. Everything else is sick, even the "normal". One must burn 3-4K calories a day to just be really NORMAL. Even 132 min/day may be insufficient!

Inspired by <a href="/hjluks/">Howard Luks MD</a>, <a href="/doctorinigo/">Iñigo San Millán</a>, <a href="/Alan_Couzens/">Alan Couzens</a>, &amp; others am slowly discovering from the data that:

      Normal = endurance athlete.

Everything else is sick, even the "normal". One must burn 3-4K calories a day to just be really NORMAL.
Even 132 min/day may be insufficient!
Pieter Casneuf (@nonkelpier) 's Twitter Profile Photo

Even reality check, Axel Ronse omdat jullie N-VA hier plat op de buik gegaan is voor de socialisten. Ik ben angel investor. Zowel vanuit vennootschap (25%) als privé (10%) word ik belast. Die 25% bestond al er voor, die 10% is nu de kers op de socialistisch taart. Maar :