How I Invest with David Weisburd

What if the biggest threat to venture capital returns isn't picking the wrong startups, but building funds that are too big to succeed?

In this episode, I sit down with Hunter Walk, Partner and Co-Founder of Homebrew, to discuss why the venture capital industry's obsession with larger funds, higher valuations, and hot deals may be working against investors and founders. Hunter explains why he and his partner walked away from the traditional institutional fundraising model to invest their own capital, how fund size changes the incentives behind investment decisions, and why the next generation of emerging managers could outperform established firms.

What happens when space becomes the next battlefield, and America's adversaries are moving faster than its defense industry?

In this episode, I sit down with Even Rogers, Chief Executive Officer of True Anomaly, to discuss why space is becoming one of the most consequential frontiers in modern warfare. Even explains how his experience as a U.S. Air Force space operations officer exposed critical gaps in America's defense capabilities, why traditional military procurement slows innovation, and how True Anomaly is building spacecraft and software designed for contested environments.

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 Ventures, to explore how data science is transforming venture capital from an intuition-driven business into something increasingly measurable. Drawing on his background in machine learning, large-scale data mining, and quantitative investing, Jerry explains how investors can identify promising startups through employee movements, credit card transactions, customer retention, and alternative data.

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 Coyne, Co-Founder and Managing Partner of Studio VC, to explore why he believes enterprise AI is still in its first inning. Drawing on nearly two decades in venture capital, including experience at Bain Capital Ventures and Samsung, Joseph explains why enterprise AI implementations struggle, how proprietary data creates lasting competitive advantages, and where the next generation of AI businesses will emerge.

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 at Thiel Capital and an early member of the PayPal Mafia, to explore why he believes venture capital has become dangerously concentrated in Silicon Valley and overpriced AI startups. After working alongside Peter Thiel for 27 years, Jack is pursuing a contrarian strategy through Copper Sky, investing in promising technology companies outside California, New York, and Massachusetts. Jack explains why he can invest at roughly one-tenth of Silicon Valley valuations, how the next Carvana could emerge from cities like Phoenix or Milwaukee, and why venture capital's obsession with trillion-dollar outcomes may be hurting LP returns. We also discuss the hiring culture behind PayPal's extraordinary alumni network, why struggling venture firms have become zombies, and Jack's conviction that today's AI investment boom is a bubble.