How I Invest with David Weisburd
446 episodes — Page 1 of 9
E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
Oct 23, 202658 min
E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups
Oct 21, 20261h 1m
E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn
Oct 19, 202653 min
E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company
Oct 16, 20261h 2m
E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War
Oct 14, 202653 min
E441: Startup Investing When the Cost of Building Goes to Zero
Oct 12, 20261h 16m
E440: What Steve Jobs Taught Me About Great Founders
Oct 9, 20261h 3m
E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company
Oct 7, 202657 min
E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley
Oct 5, 20261h 16m
E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes
Oct 2, 202641 min
E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble
Sep 30, 20261h 7m
E435: Why Most Companies Aren’t Ready for AI
Sep 28, 202643 min
E434: Warren Gibbon on How AI is Changing the Private Markets
Sep 25, 20261h 0m
E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha
Sep 23, 202636 min
E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure
Sep 21, 202647 min
E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology
Sep 18, 20261h 15m
E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent
Sep 16, 202637 min
E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
Sep 14, 202633 min
E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets
Sep 11, 202646 min
E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios
Sep 9, 20261h 5m
E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game
Sep 7, 202654 min
E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders
Sep 4, 20261h 0m
E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration
Sep 2, 20261h 6m
E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense
Aug 31, 202658 min
E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds
Aug 28, 20261h 9m
E421: Jack Purcell — Building an $11B Private Equity Firm
Aug 26, 202652 min
E420: Why Infrastructure Is a $40 Trillion Opportunity
Aug 24, 20261h 9m
E419: Venture Capital Has a Liquidity Crisis
Aug 21, 202639 min
E418: AI, Venture Capital & the Future of Investing
Aug 19, 202659 min
E417: $20B Investor on Risk, Uncertainty & Adaptability
Aug 17, 20261h 7m
E416: Why the World’s Biggest Investors Are All Investing in Data Centers
Aug 14, 202653 min
E415: Why Every VC Is Suddenly Investing in Defense
Aug 12, 202659 min
E414: How LPs Evaluate GPs in the AI Era
Aug 10, 20261h 8m
E413: How AI Will Reinvent Venture Capital
Aug 7, 202649 min
E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms
Aug 5, 202659 min
E411: How AI Is Creating a New Generation of Venture Firms
Aug 3, 20261h 18m
E410: How Relationships Built a $3.6B Venture Firm
Jul 31, 202659 min
E409: The Leadership Lessons That Built a $6.5 Billion Firm
Jul 29, 20261h 1m
E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar Companies
Jul 27, 202643 min
E407: Why Venture Capital is Becoming a Winner-Take All Market
Jul 24, 20261h 7m
E406: Why AI Won't Transform Most Enterprises for 10 Years
Jul 22, 202657 min
E405: Why AI Has Made Venture Capital Harder (Not Easier)
Jul 20, 20261h 15m
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO
Jul 17, 202649 min
E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder
Jul 15, 202659 min
E402: $92B Coatue: Where the Value in AI Will Accrue
Jul 13, 202649 min
E401: Einstein Was Wrong About What Actually Compounds
Jul 10, 20261h 1m
E400: Anthony Pompliano on Power Laws, Conviction, and Compounding
Jul 8, 20261h 10m
E399: How General Catalyst Finds Billion-Dollar Startups
Jul 6, 202629 min
E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets
Jul 2, 202643 min
E397: Why Venture Capital Is a Relationship Compounding Machine
Jul 1, 202645 min