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Data Driven VC

Matt Turck's structured take on AI and data infrastructure investing.

Substack Venture Capital Weekly Updated Oct 2026

About

Matt Turck, a VC at FirstMark, has tracked the data, machine learning, and AI investing landscape for years, and his newsletter is best known for an annual MAD Landscape map of the industry that's become a widely cited reference. The regular newsletter carries that same structured, market-mapping instinct into weekly commentary.

Turck writes as both an investor and, at times, a frustrated industry observer, willing to point out when a hot category is overhyped. Good for people tracking AI and data infrastructure investment trends who want more structure than a typical news roundup offers.

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