“For things like the D statistic and the MAD score, you're really typically looking for about 80 samples, 80 observations, 80 rows of data.”
DM
Daniel McCarville
The Audit Podcast ·
This Week in Startups · What VCs Really Think About Personal AI Agents | E2347
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Shifted portfolio focus from 80% horizontal SaaS to 80% vertical AI to exploit proprietary data density
80% horizontal SaaS → 80% vertical AI
“For things like the D statistic and the MAD score, you're really typically looking for about 80 samples, 80 observations, 80 rows of data.”
“Create a 60 second vertical promo for everyday AI. The ad angle, people who, people don't need more AI tools. Oh, zoomed into my text there. People don't need more AI tools. They need to know what to do with them. Style, fast, bold, business focus.”
“If you're sending an email to the founder of a SaaS in Canada ... but the way to approach a 75-80-year-old from Brescia is completely different - they won't read email, they think it's a scam”
“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
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