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