Tribe Capital is one of the most interesting firms in all of venture capital today - a highly quantitatively driven firm, the Tribe team comes from deep data science backgrounds at leading companies like Uber and Facebook and applies an operator's lens to investing. I was excited to chat with Arjun Sethi, Co-Founder and Managing Partner at Tribe this week. We touched on a number of topics: (1) the transition from operator to investor, (2) the lingua franca of 2020 businesses, (3) quantifiable frameworks (e.g. how to quantify product market fit), (4) underwriting risk and capital allocation across stages, (5) loss ratios, (6) force multipliers, (7) atomic units of value, (8) 1 of n vs. n of 1 companies and (9) retesting underlying assumptions in the era of COVID-19. This was one of the longest discussions I've had on the podcast and one of the most interesting. Arjun is a wealth of knowledge.
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