E5: Jonathan Hsu | Co-Founder of $1.6B AUM Tribe Capital on What Data Shows is Product Market Fit
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.
Key Points
- Jonathan Sue, a former physicist and data scientist, emphasizes the importance of a startup's pattern of growth and product-market fit over the founding team in the long run for venture success.
- Tribe Capital uses a data-driven approach to assess about 400 startups annually, providing detailed analytics to help founders understand their growth and unit economics, even if Tribe chooses not to invest.
- The venture capital market is not seen as particularly efficient, with success often surprising investors, and while AI is increasingly used to assist in data analysis and decision-making, it has not taken over the full scope of investing activities.
Chapters
0:00 | |
1:15 | |
3:00 | |
4:35 | |
6:17 | |
10:17 | |
12:17 | |
15:04 | |
17:09 | |
23:27 | |
25:57 | |
27:27 |
Transcript
Loading transcript...
- / -