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.

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(0:00) Introduction and guest background (1:15) Jonathan Hsu's origin story and early career (2:51) Transition to physics and the rise of data science (4:33) Learnings from the early days at Facebook (7:22) Journey from Facebook to Social Capital and role at Tribe (11:21) Overcoming biases and data-driven investment strategies (15:15) Sponsor: AngelList (16:30) Tribe Capital's first principles investing and founder feedback (19:06) The significance of team dynamics and data moats in growth (22:00) Venture capital market efficiency and data's role (24:27) AI influence on venture strategies and future trends (28:15) Venture capital returns, diversification, and closing thoughts