Sourcery

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

Alex Kolicich, founding partner at 8VC, discusses the importance of AI understanding, impacts on verticalization, and insights on moats. The conversation explores VC trends, AI predictions, and advice for founders in the early stages of growth.

Venture capitalist Xander Oltmann discusses the decline of SaaS, rise of vertically integrated monopolies, and challenges with software development costs. He shares insights on AI's role, competition with multi-stage firms, and dislocation in valuations. Xander highlights portfolio companies like Hadrian and Armada, and predicts 2024 trends.