Jonathan Hsu, Tribe Capital - Our Specific Areas Of Expertise Are Around Being Able To Tell A Story Utilizing Your Own Data | #287

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 10 February 2021

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 287, we welcome our guest, Jonathan Hsu, the co-founder and General Partner at Tribe Capital, a venture capital firm focused on using product and data science to engineer N-of-1 companies and investments. In today’s episode we're talking about using a quantitative approach to venture capital investing in a way that hasn’t been done before. Jonathan us through his background, with stops at Facebook and Social Capital. Then we hear how Tribe Capital leverages their data science capabilities to assess the product-market fit of companies to invest from the seed stage to late stage. Jonathan explains how this process led him to invest in both Slack and Carta. As we wind down, we learn about the firm’s co-invest vehicles, which allow others to access their deal flow. All this and more in episode 287 with Tribe Capital’s Jonathan Hsu. This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their 15,000 person wait list. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Cebriya Investments.
0:37.6	Hi friends, fun show today.
0:41.6	Our guest is the co-founder and general partner at Tribe Capital.
0:44.8	A venture capital firm focused on using product and data science to engineer
0:49.5	end-of-one companies and investments. In today's episode we're talking about using a
0:54.6	quantitative approach to venture capital in a way that really hasn't been done
0:59.3	before. Our guest walks us through his background with stops at Facebook and social capital.
1:03.7	Then we hear how Tribe Capital leverages their data science capabilities
1:07.6	to access the product market fit of companies to invest all the way from the seed stage
1:12.2	to later stages. Our guest explains a few case
1:14.9	studies and how this process led him to invest in both Slack and Karda. As we wind down
1:19.6	we learn about their co-investment vehicles which allow others to access their deal flow.
1:25.6	American Farmland is disappearing at an alarming rate.
	...

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