Sramana Mitra: Are you looking for billion-dollar TAM companies that are potential unicorns or are you open to the possibility of companies that are going to be solving niche problems with the kinds of technologies that you’re talking about but don’t necessarily have the billion-dollar TAM? Maybe they’re lower TAM companies and they’re going to
Sramana Mitra: In other words, you are okay with companies that have some customer validation but not necessarily revenue? Curtis Feeny: Absolutely. We have a few more deals where we put $250,000 to $750,000, take a lower ownership position, and bet on that team to get to final product. Maybe they have an alpha product
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Curtis Feeny was recorded in April 2018. Curtis Feeny, Managing Director at Silicon Valley Data Capital, talks about his firm’s investment thesis around Big Data and Machine Learning. Sramana Mitra: Let’s get