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David Weisburd sits down with Jonathan Hsu, Co-Founder and General Partner of Tribe Capital and one of the top data scientists in the space.
David Weisburd sits down with Jonathan Hsu, Co-Founder and General Partner of Tribe Capital and one of the top data scientists in the space. Hsu is a physicist-turned tech entrepreneur-turned VC. In this episode, they discuss the importance of growth patterns and product market fit (PMF) in venture capital. Tribe conducts intensive data work on approximately 400 companies annually, a unique dataset that cannot be purchased or obtained from other sources. If you’re ready to level-up your startup or fund with AngelList, visit www.angellist.com/tlp to get started.
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The Limited Partner podcast is part of the Turpentine podcast network. Learn more: www.turpentine.co
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TIMESTAMPS
(00:00) Episode preview
(01:15) Jonathan’s evolution from a physicist to a founder to FAANG operator to VC
(03:00) The big data revolution in Silicon Valley
(04:35) Jonathan’s learnings from early Facebook and what differentiated the company for its success
(06:17) Pattern recognition around Product Market Fit
(10:17) Using data in Venture investing
(12:17) What experienced VCs all regret
(15:04) Sponsor: AngelList
(17:09) Hardcore benchmark analytics for startups
(23:27) Venture capital efficiency
(25:57) AI and investing
(27:27) Jonathan’s prediction for future of VC
X:
@jonathanhsu
@dweisburd
@eriktorenberg
LINKS:
Tribe Capital https://tribecap.co/
Essay: A Quantitative Approach to Product Market Fit (2019) https://tribecap.co/a-quantitative-approach-to-product-market-fit/
SPONSOR: AngelList
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-If you’re in private markets, you’ll love AngelList’s new suite of software products.
-For private companies, thousands of startups from $4M to $4B in valuation have switched to AngelList for cap table management. It’s a modern, intelligent, equity management platform that offers equity issuance, employee stock plan management, 409A valuations, and more.
If you’re a founder or investor, you’ll know AngelList builds software that powers the startup economy. If you’re ready to level-up your startup or fund with AngelList, visit www.angellist.com/tlp to get started.
Questions or Topics you want us to discuss? Email us at LPShow@turpentine.co
