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. (0:00) Episode preview (1:15) Jonathan’s evolution from a physicist to a founder to FAANG operator to VC (3:00) The big data revolution in Silicon Valley (4:35) Jonathan’s learnings from early Facebook and what differentiated the company for its success (6:17) 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