David Clark

Chief Investment Officer at Vincap International and LP-focused investor who provides macro and fund-level perspectives on AI valuations, bubbles, and portfolio construction.

Best podcasts with David Clark

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Dec 11, 2025 • 1h 10min

“The best founders find a way to make it happen”: VC Roundtable with Bryan Kim and David Clark | E2222

Jason Calacanis chats with Bryan Kim, a16z VC focused on consumer and AI, and David Clark, VinCap's CIO with macro investing expertise. They dive into Boom's innovative pivot to sell turbines for AI data centers, showcasing adaptability in startups. The trio explores the non-existence of an AI bubble despite rapid growth, and the importance of relentless founders overcoming challenges. Insights on leveraging product-market fit, creative marketing strategies, and the potential of AI in various sectors add depth to their engaging discussion.

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