How I Invest with David Weisburd

E453: Quantifying Venture Capital, Finding the Next Anthropic, and the Science of Picking Winners

What if you could identify the next billion-dollar startup before its founders even approach investors? In this episode, I sit down with Jerry Ye, Partner at BITKRAFT Ve

E452: Why 95% of AI Projects Fail, Anthropic’s Valuation, and Why AI Is Still in the First Inning

What if the biggest opportunity in AI isn't building better models, but unlocking the 80% of data those models can't access? In this episode, I sit down with Joseph Coyn

E451: Peter Thiel's 27-Year Partner on the AI Bubble, the Venture Capital Crisis, and the PayPal Mafia

What if the best venture capital opportunities are hiding in the 47 states Silicon Valley largely ignores? In this episode, I sit down with Jack Selby, Managing Director

E450: Brijesh Jeevarathnam on Why Venture Is Eating Public Markets, Picking Great VCs, and the AI Boom

What if just 7% of venture-backed companies generate all the gains, and the real skill is identifying the managers who can find them first? In this episode, I sit down w

E449: Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AI

What if the most overlooked asset in your portfolio is the one that gives you the freedom to invest in everything else? In this episode, I sit down with Christopher Dona

E448: Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail

How do you invest in generational companies like Anthropic, OpenAI, and SpaceX before everyone recognizes their potential? Gavin Ezekowitz is the Co-Founder and Chief In

E447: Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued

Are venture capitalists overpaying for the next generation of AI winners? Matthew Harris is a Partner at Bain Capital Ventures, where he invests in financial services an

E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity

Is AI destroying the software industry, or creating its biggest investment opportunity yet? David Breach is President of Vista Equity Partners, a firm managing approxima

E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups

What if the biggest advantage in venture capital isn't picking winners, but getting access to them? Erik Syvertsen is GM of Asset Management and Chief Legal Officer at A

E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn

What if the biggest advantage in institutional investing isn’t finding better managers, but building an organization that can make better decisions over decades? In this

E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company

What if AI makes software abundant and shifts venture capital’s biggest opportunities into the physical world? Leo Polovets is a General Partner at Humba Ventures, an ear

E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War

What happens when autonomous underwater vehicles become cheap enough to manufacture at scale? Nelson Mills is the Founder of Vatn Systems, a defense technology company b

E441: Startup Investing When the Cost of Building Goes to Zero

What if AI makes the founder more important, not less? John Borthwick is the Founder of betaworks, the startup studio and venture firm behind companies including Giphy,

E440: What Steve Jobs Taught Me About Great Founders

What did Steve Jobs understand about building great companies that most founders miss? Steven Rosenblatt is Co-Founder and General Partner at Oceans, a seed-stage ventur

E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company

What if the future of warfare is determined by who can innovate faster, not who can spend more? Ethan Thornton is the Founder and CEO of Mach Industries, a defense techn

E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley

What if the biggest edge in venture capital is identifying an exceptional founder before everyone else does? Will Robbins is a technology-focused venture investor and fo

E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes

What if the biggest opportunity in private markets isn’t backing companies—but backing the next generation of investment firms? In this episode, I sit down with Douglas

E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble

Can venture capital really be turned from instinct into science? Nnamdi Okike is Co-Founder and Managing Partner of 645 Ventures, where he leads Seed and Series A invest

E435: Why Most Companies Aren’t Ready for AI

Which competitive moats will actually survive the AI era? SC Moatti is Managing Partner at Mighty Capital and Board Chair at Products That Count. We break down what Migh

E434: Warren Gibbon on How AI is Changing the Private Markets

Are private markets still positioned to outperform public markets? Warren Gibbon is a Multi-Family Office Chief Investment Officer with deep experience across asset allo