Matt Turck

Partner, FirstMark Capital · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorhostfounderanalyst@mattturck ↗LinkedIn ↗mattturck.com ↗

At FirstMark Capital, he leads early-stage investments in enterprise software, data infrastructure, and AI startups. He is also the creator of the annual MAD Landscape and host of The MAD Podcast.

12statements → 6claims → 1claims resolved → 3.83/5average certainty → 1.92/5average debate potential → 4.1/5argument clarity · the sources → 7said about them ↓

1 supported 0 partly supported 0 contradicted 5 not checkable as stated how the 6 claims stand · each chip opens the sources

3 predictions · 3 assertions · 1 opinion · 3 insights · 2 disclosures · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 1 is resolved, and 5 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Matt argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up

Turck: Google will deploy image processing AI at massive scale

“If you do something like image processing, which is something that deep learning is particularly great at you know, you need to think of a business model and a way of penetrating the markets that somehow does, doesn't put you in a direct collision course with …”

Matt Turck May 30, 2016 ▶ 20:25 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Argument clarity: do they answer the question? how? →

4.1 / 5 directness 4 · coherence 4.6 · precision 3.9 · compression 3.4

redirected or did not address 5 of 20 assessed questions (25%). Watch them ▸

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: speaking style how? →

214 words/min while actually speaking · 85.2 um and uh per 1k words

Measured by listening to the audio itself: 4,095 words across 1 episode of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 2/10

pushed back at the host ▾ 1/10

setup questions received 53%

host pushback: the hardest questions Harry asked, tap to play ▶ 19:15“You're an investor, obviously, in, uh, Amy, the brilliant assistant, um, absolutely love that, but is there not an incumbency advantage, then, in this early AI startup space for st…” ▶ 6:24“And I have to ask, with the, with the cool kids in the data world seemingly obsessing now over AI, is big data still a thing in 2016, do you think?” ▶ 15:14“Is the solution a one-stop shop solution by IBM?”

when Matt pushed back ▶ 11:28“Uh, from a single company's perspective?”

What they said12 What others said7 Episodes1

Everything Matt Turck said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not checkable as stated

Turck: Deep learning's resurgence required big data and NVIDIA GPUs

“Deep learning for the most part was really developed by some, you know, particularly forward-thinking researchers like, you know, you have a con, Jeff Hinton, that, that, that group, and it's really only up until recently when those algorithms intersected with…”

Matt Turck May 30, 2016 ▶ 17:34 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Insight

Turck: Big data culture applies to all companies, not just tech giants

“As every company is becoming a technology company there's an ever increasing amount of data that's available to them that can be analyzed. So there's an opportunity to develop a very powerful data-driven culture and be much smarter about one's business. And Th…”

Matt Turck May 30, 2016 ▶ 5:53 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Assertion Not checkable as stated

Turck: Big data is entering its enterprise production phase in 2016

“I think that we actually just entering truly interesting part of big data. I think everything so far, and it's been years in the making, has been about the early stage of creation of tools, of creation of companies, startups, of experimentation, and we're just…”

Matt Turck May 30, 2016 ▶ 6:34 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Assertion Not checkable as stated

Turck: Spark Made Real-Time Massive Data Processing Possible

“What those guys are doing would simply not have been possible to do up until, you know, two or three years ago when the emergence of frameworks like Spark made possible, what was an alibi, it became possible to be processing You know, there's massive amounts o…”

Matt Turck May 30, 2016 ▶ 10:53 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Prediction Not checkable as stated

Matt Turck: Big Data consolidation will not happen anytime soon at scale

“So eventually the industry will presumably consolidate. Every industry at some point consolidates. But my sense is that it's not happening anytime soon. It's certainly not at scale.”

Matt Turck May 30, 2016 ▶ 16:00 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Insight

Turck: Building a one-stop Big Data platform via acquisitions is prohibitively expensive

“It would be extremely expensive for a large vendor to acquire enough companies to offer one-stop shop.”

Matt Turck May 30, 2016 ▶ 16:27 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Opinion

Turck: AI is a direct child of big data

“AI from my perspective is very much a child of big data.”

Matt Turck May 30, 2016 ▶ 17:14 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Prediction Not checkable as stated

Turck: Vertical AI applications will create category-defining companies like x.ai

“I think there's going to be a whole range of interesting and compelling AI vertical applications, and the X.ai that you mentioned is certainly one of them, and certainly at the forefront of that trend is a rare opportunity to become a category-defining company…”

Matt Turck May 30, 2016 ▶ 20:03 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Prediction Held up

Turck: Google will deploy image processing AI at massive scale

Matt Turck May 30, 2016 ▶ 20:25 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Insight

Turck: Venture investing requires balancing deep sector expertise with deliberate naivety

“There is a, this interesting tension between becoming a deep student of a specific industry like big data, internet of things, or any of those these different areas, and the industry in general, so really understanding all the nuances of how companies become s…”

Matt Turck May 30, 2016 ▶ 24:47 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Disclosure

Turck paused new venture investments due to 2016 market environment concerns

“I haven't made investments in, in quite a while now, and that's you know, part of the reflection of broader concerns around the environment and finding the right opportunity, doing the right thing at the right price and all the things.”

Matt Turck May 30, 2016 ▶ 27:37 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

Disclosure

Turck: FirstMark invested in stealth New York enterprise AI startup Hyperscience

“The most recent investment I made, which is in semi-stealth, but, you know, coming out of stealth very, very in a matter of days now, is A company called Hyperscience which is based here in New York, and that does precisely AI for the enterprise”

Matt Turck May 30, 2016 ▶ 27:56 20VC: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital

The other half of the tape: Matt Turck's own voice is left out of every number here. Other people bring the name up 7 times in 5 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 5 Martin Mignot 1 Logan Bartlett 1