David Weisburd sits down with Jonathan Hsu, Co-Founder and General Partner of Tribe Capital. Hsu is a physicist turned tech entrepreneur turned VC. In this episode, they discuss his unique origins, and the importance of growth patterns and product market fit 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. The Limited Partner podcast is part of the Turpentine podcast network. Learn more: www.turpentine.co
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
The Limited Partner Podcast is proudly sponsored by AngelList.
-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
Music license: DKH4TTWSBFRTZ4BD
