Data Collective

also referred to as: dc

10 statements across 3 episodes · 4 bullish · 3 bearish · 2 people on the record · first statement Aug 8, 2016 by Matt Ocko · said 10 times in 6 episodes since 2016 · across every show →

Mentions by year

brought up most by Jonathan Abrams (4), Harry Stebbings (3), Paul Martino (1), Matt Ocko (1), Jason Lemkin (1)

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Everything said about Data Collective, oldest first

Aug 8, 2016
Disclosure
Data Collective passes on standard SaaS deals favored by Jason Lemkin
“We regretfully either say no up front or don't follow on in the kind of companies that somebody like Jason Lempton is going to make a fortune in.”
Matt Ocko Aug 8, 2016 ▶ 16:30 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 positive
Disclosure
Data Collective avoided micro-VC fund size to write larger initial checks
“We made a very conscious decision from the very beginning of our first institutional fund not to be a micro VC, not to be in the 30 to fifty million dollar fund size category, because if you disagree with conventional wisdom about a series A and you want to wr…”
Matt Ocko Aug 8, 2016 ▶ 7:54 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 positive
Assertion Not checkable as stated
Data Collective's early portfolio targeted $2B in 2016 revenue and bookings
“In aggregate in just a couple of our early stage funds are companies have hard contracted gap bookings and or fully recognized gap revenue approaching what should be about two billion dollars in 2016.”
Matt Ocko Aug 8, 2016 ▶ 20:04 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 bullish
Assertion Contradicted
Tradeshift serves 1M businesses, dwarfing competitor Ariba's footprint
“They have almost a million discrete companies in a 140 countries worldwide from tiny companies in China up to a huge chunk of the fortune 100 addicted to their stuff. And they dwarf the footprint of Ariba and any other, you know, would be competitor.”
Matt Ocko Aug 8, 2016 ▶ 25:51 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 neutral
Disclosure
Data Collective's Opportunity Fund is contractually forbidden from outside investments
“Our opportunity fund is in fact contractually prohibited from chasing deals outside of our portfolio.”
Matt Ocko Aug 8, 2016 ▶ 8:55 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 neutral
Disclosure
Data Collective passed on Gusto follow-ons because it wasn't deep tech
“We didn't follow on. We didn't raise our hand to be the big dog in successive rounds. And it had nothing to do with the quality of the company. And people trust us when we explain that because the company was a wonderfully engineered, great SAS company deliver…”
Matt Ocko Aug 8, 2016 ▶ 13:44 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 bullish
Assertion Supported
Three Scan maps tissue 1,000x faster than human pathologists
“So follow on, three scan, because they are transforming both drug development and medicine by delivering a three D map From the subcellular level all the way up to complete organ systems a thousand times faster and with essentially infinitely greater accuracy …”
Matt Ocko Aug 8, 2016 ▶ 25:05 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Aug 8, 2016 negative
Insight
Ordinary founders cannot build high-growth startups while sleeping eight hours
“Ordinary, ordinary humans like us can't respond to the demands of a truly successful startup. One that has this hard, sharp arc of takeoff and sleep eight hours and cook our own organic breakfast and get in a brisk Six mile walk and then write a little bit of …”
Matt Ocko Aug 8, 2016 ▶ 23:35 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Nov 21, 2016 negative
Insight
Ocko: High-growth startup founders cannot sleep eight hours a night
“Ordinary, ordinary humans like us can't respond to the demands of a truly successful startup, one that has this hard, sharp arc of takeoff and sleep eight hours and cook our own organic breakfast and get in a brisk six mile walk and then write a little bit of …”
Matt Ocko Nov 21, 2016 ▶ 16:59 20VC: Data Collective's Matt Ocko on The Dark Side Of AI & What Happens When 3-4m People Become Unemployed Overnight
Jun 5, 2025 bearish
Prediction Held up
O'Driscoll: Meta will not release a closed-source AI model this year
“Other than that, I see no reason to change the bet they're currently on, which has been the open source bet. So no, in the absence of DC intervention is my call.”
Rory O'Driscoll Jun 5, 2025 ▶ 1:20:52 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
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