Jager McConnell runs the company that tracks every startup deal and funding round, giving him an unmatched view of what's really happening in venture capital – and he thinks the industry is about to be upended.
In our conversation, we dive into the brutal realities facing venture-funded companies today. Jager explains why the funding market has become completely polarized – you either get zero term sheets or eight, nothing in between. We explore the thesis that "religion" companies (those that predict the future) will beat "truth" companies (those that sell historical data), and what a data moat looks like in the AI era. Jager also shares how Crunchbase is using behavioral data to predict acquisitions with 95% accuracy, and why he thinks VCs should be planning 24-month exits on everything.
Jager's insights are both illuminating and unsettling – he sees the AI disruption more clearly than most, and his predictions paint a fascinating picture for where tech and venture capital are headed.
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You can find Auren Hoffman on X at @auren and Jager McConnell on X at @jagermcconnell.