Cyril Shtabtsovsky is the founder of AlphaSemantic. He discusses the proprietary and external data sources used by AlphaSemantic to evaluate private early-stage startups.
Assertion Supported
Shtabtsovsky: Backtested AI Deal-Sourcing Algorithm Yields 14x Portfolio Returns
“So in the paper I mentioned before that inspired the tool, actually we predicted, so we backtested this algorithm finding the companies and it predicted to have a 14 times revelation on the whole portfolio of startups that you invest in using this algorithm. S…”
Assertion Supported
Shtabtsovsky: AI Sourcing Algorithm Predicts Startup Exits With 86% Accuracy
“There is another metric that probably worth mentioning is that the algorithm is right in about 86% of the cases that it's solving. So it's, again, it's looking at the startup and deciding ultimately, will it have an exit, a good exit, Or not. And in 86% chance…”
Prediction Not checkable as stated
Shtabtsovsky: AI Deal Sourcing Commoditizes Discovery, Strengthening Top VC Brands
“If everyone's using the same signals and get to the same startups at the same time, I think the brand, the random of the funds using that, that's ultimately what Matters, for example, Sequoia, Andreessen Horvitz, and other great funds out there, they will cont…”
Opinion
Shtabtsovsky: Data-Driven VC Research Shows Somewhat Technical CEOs Perform Better
“Yeah, I think there are a couple of papers out there and a couple of, again, data-driven VCs who publish some results of the data and statistics, and I think, yes, it's it is, is the case that some, somewhat technical CEOs make the better CEOs.”
Prediction Not checkable as stated
Shtabtsovsky: First Solo Billionaire Will Emerge From Deep Tech AI, Not SaaS
“So I, I'd love to see some self-made billionaire on SaaS, but it's probably going to be some deep tech AI stuff, say Andre Carpati or some other guy with the same brain or something can develop some AI agent or AGI that can handle all that.”
Disclosure
Shtabtsovsky: AlphaSemantic Pivoted to Software After Failing to Raise a Fund
“And then we tried to raise our own fun with my partners and CTO then we failed and eventually pivoted into this tool to make VCs happy to provide them with the pipeline for that.”