In this episode, Molly O'Shea talks with David Weisburd, Co-founder and Co-Head of Venture Capital at 10X Capital. They discuss the strategies for achieving alpha in VC, the significance of LP-GP dynamics, VC’s track record on predicting trends versus fads, and delve into David’s AI thesis.
Follow us on Twitter
- @MollySOShea
- @DWeisburd
Resources
- David's Podcast: https://open.spotify.com/show/2MHgyKMmJgznPI66MLxZfC
- David & J-Cal's Podcast: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK
- OpenLP Powered by Sapphire: https://openlp.sapphireventures.com/
- Subscribe to Sourcery: https://www.sourcery.vc/
Companies Mentioned
- 10X Capital https://www.10xcapital.com/
- Rabbit https://www.rabbit.tech/
- Perplexity AI https://www.perplexity.ai/
- Worldcoin https://worldcoin.org/
Timestamps
(00:00) Intro
(00:55) David's Journey in Venture Capital
(02:01) Transition from Venture Capital to Podcasting
(05:25) Podcaster Secrets
(08:42) High-Level Learnings in Venture Capital and Investment Strategy
(10:57) Don't Try to be a Macro Investor
(14:51) The Future of AI
(19:21) Extreme Alpha in VC
(21:45) Unpacking the Systematic Bias in the LP World
(31:55) Advice for Founders and GPs in the Current Market
(35:26) Wrap
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