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Dan Scholnick

Managing Partner, Four Rivers Group. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investorfounderengineerfourriversgroup.com ↗

Dan Scholnick is a Managing Partner at Four Rivers Group and previously spent over 13 years as a General Partner at Trinity Ventures. He co-founded Flurry and led early venture investments in companies including Docker and New Relic.

1shows
1appearances
16statements
1resolved
0supported
0contradicted
0%fully supported

Everything Dan Scholnick said on any show that made the record, most notable first. Each card names its show and opens the statement there.

MAD Disclosure
Scholnick: New York is not a focus area for Trinity Ventures
“To be, I mean, to be truly honest with you New York isn't a focus area for us.”
Dan Scholnick Jan 25, 2016 ▶ 5:41 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Assertion Not checkable as stated
Scholnick: Most tech industry value is still created in the Bay Area
“Still most of the value being created in the tech industry is in the Bay Area.”
Dan Scholnick Jan 25, 2016 ▶ 6:11 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Prediction Not checkable as stated
Scholnick: AI commercialization will replicate the massive enterprise boom of Big Data
“And to me it feels like, Big data. Maybe six or seven years ago where companies were real waking up and realizing we have all these data assets. We need to do something with them. And that led to the rise of Hadoop and the Hadoop vendors and then, you know, a …”
Dan Scholnick Jan 25, 2016 ▶ 9:19 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Prediction Not checkable as stated
Scholnick: Vertical AI will be more successful near-term than horizontal platforms
“But that's, I think unless we see more crowd flowers, the vertical approach is going to be a lot more successful in the near term because it won't rely on the customer to have expertise in how to do things like tune models and tune training sets and things lik…”
Dan Scholnick Jan 25, 2016 ▶ 13:52 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Assertion Not checkable as stated
Scholnick: Tech organization influence has shifted from IT groups to developers
“The power in, and the influence in technology organizations is, has moved, shifted dramatically away from the classic IT group to the developer.”
Dan Scholnick Jan 25, 2016 ▶ 15:28 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Insight
Scholnick: Hard to build a business on undifferentiated horizontal data tools
“There are so many undifferentiated products and services out there. And I think the advice that was given by the earlier speakers of solving problems, specific problems for the customer, instead of just trying to be Horizontal in, you know, we have a better qu…”
Dan Scholnick Jan 25, 2016 ▶ 19:04 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Assertion Partly supported
Scholnick: New Relic hired zero sales reps during first four years
“And for the first Three or four years of the company, he refused to hire any sales reps.”
Dan Scholnick Jan 25, 2016 ▶ 25:41 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Opinion
Scholnick: Docker is foundational tech for big data developers
“Yeah, it's less of a pure data company, but it's certainly a foundational technology that's making it easier for developers to work with big data systems.”
Dan Scholnick Jan 25, 2016 ▶ 3:43 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Assertion Not checkable as stated
Scholnick: Trinity GPs serve on no more than eight or nine boards
“We have more partners per dollars in our fund than any firm in Silicon Valley, and that means that no, no general partner at Trinity's on more than eight or nine boards, and that, so that means we do the work for our companies, and we don't rely on other peopl…”
Dan Scholnick Jan 25, 2016 ▶ 4:51 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Disclosure
Scholnick: Trinity invested in InfluxDB and moved them to San Francisco
“I invested in InfluxDB, and I think it's a great company, but we moved them to we moved them to San Francisco.”
Dan Scholnick Jan 25, 2016 ▶ 5:25 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Prediction Not checkable as stated
Scholnick: Humans will remain heavily involved in ML for 5-10 years
“So, at least for you know, I think the next five to 10 years, there's going to be heavy involvement of humans in machine learning systems.”
Dan Scholnick Jan 25, 2016 ▶ 12:11 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Disclosure
Scholnick: Trinity prefers developer-focused software to traditional enterprise models
“So, so anyway, we love these businesses at Trinity. I'm looking for more and more of these businesses and businesses, and I like them a lot better than the traditional enterprise software business.”
Dan Scholnick Jan 25, 2016 ▶ 18:02 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Insight
Scholnick: Data scientists dislike enterprise sales pitches as much as developers
“But I think you can build a similar business to The type of, to the direct to developer tool businesses. There's no reason why not. I don't think that data scientists enjoy being sold to any more than developers do.”
Dan Scholnick Jan 25, 2016 ▶ 20:34 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Assertion Not checkable as stated
Scholnick: Developer tool companies rely less on large enterprise customers
“I've been surprised at New Relic and looking at financial results of Atlassian and other companies that I've seen in the developer space in that, you know, the old, I think this is what you mean by power law, but I, you know, the assumption was always that 80%…”
Dan Scholnick Jan 25, 2016 ▶ 21:52 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD What-if
New Relic wouldn't have reached $100M without its early sales hires
“Those two guys you know, not single-handedly, but we would not have gotten to a hundred million in revenue without them.”
Dan Scholnick Jan 25, 2016 ▶ 28:04 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)
MAD Disclosure
Scholnick: Trinity Ventures closed a $400M 12th fund
“We just closed our 12th fund, which is a four hundred million dollar fund.”
Dan Scholnick Jan 25, 2016 ▶ 4:07 Investing in Data and A.I. // Dan Scholnick, Trinity Ventures (Hosted by FirstMark Capital)

One line per show, most statements first. The link opens Dan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

ShowRole thereEpsStatementsRecord
MADLEDGER Managing Partner, Four Rivers Group 1 16 0% 0/1 full record on the MAD Podcast →
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