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79: Jonathan Hsu, Co-Founder of Tribe Capital
Manage episode 283451411 series 1877725
This week we went deep on the impact of data science in venture capital. Most investors form their experience based on a combination of anecdote, pattern recognition and experience. And candidly over the majority of time venture capital has been a meaningful asset class, there hasn’t been another way to do it. The last decade has fundamentally changed that - as compute power has significantly increased, the ability to store, harness and analyze data has transformed. Not only has this led to many of the most prominent businesses of our time - e.g. companies likes Facebook and Slack - but it’s also fundamentally opened up a new approach to investing.
I chatted with Jonathan to dissect this phenomena. Tribe has pioneered one of the most novel frameworks in the industry - akin to traditional accounting and financial statements - to unpack early stage technology businesses.
We touched on a number of topics: (1) the myth that product market fit can’t be quantified, (2) the 3 fundamental units of analysis that every early stage company can be dissected against and (3) finding atomic units of value in businesses.
121集单集
Manage episode 283451411 series 1877725
This week we went deep on the impact of data science in venture capital. Most investors form their experience based on a combination of anecdote, pattern recognition and experience. And candidly over the majority of time venture capital has been a meaningful asset class, there hasn’t been another way to do it. The last decade has fundamentally changed that - as compute power has significantly increased, the ability to store, harness and analyze data has transformed. Not only has this led to many of the most prominent businesses of our time - e.g. companies likes Facebook and Slack - but it’s also fundamentally opened up a new approach to investing.
I chatted with Jonathan to dissect this phenomena. Tribe has pioneered one of the most novel frameworks in the industry - akin to traditional accounting and financial statements - to unpack early stage technology businesses.
We touched on a number of topics: (1) the myth that product market fit can’t be quantified, (2) the 3 fundamental units of analysis that every early stage company can be dissected against and (3) finding atomic units of value in businesses.
121集单集
Alla avsnitt
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