News•Apr 27, 2026
The Measurability Gap in Venture Capital
The article defines the "measurability gap" as the widening distance between the cheapening of AI‑generated venture claims and the slower reduction in costs to verify those claims. AI makes polished memos, demos, and market maps inexpensive, but the underlying economic truth remains costly to confirm. This asymmetry inflates proxy metrics, leading LPs to allocate capital based on persuasive narratives rather than verified performance. The author argues that venture investors must redesign diligence around the few claims that AI cannot automatically validate.
