This week, Roger Ehrenberg (@infoarbitrage), Managing Partner at IA Ventures joins us on the podcast. Check out our entire archive of interviews at venturestudio.org or on iTunes, Soundcloud, Stitcher, and TuneIn and now Google Play. Remember to subscribe on iTunes so you never miss an episode and follow us on twitter @venturestudio to stay up to date. In today’s episode, Roger discusses IA Ventures’ investment focus (and debunks a few rumors about “big data” in the process), he digs deep into portfolio modeling theory for VCs, and shares his views about the difference between novel technology and novel insights.