# David Weisburd

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Building How I Invest: Podcasting, Venture Deal Flow, and the Long Game with David Weisburd

Building something great is hard. The question is: which hard are you willing to choose? That’s something David Weisburd and I dug into on the latest episode. David chose podcasting as his hard. Three years ago, he committed to building How I Invest for at least a decade - before he knew whether it…

E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology

What if the best reason to start a company isn’t to change the world, but simply because you love the game? In this episode, I sit down with Marty Kausas, CEO of Pylon, to unpack how he thinks about building an ambitious company from first principles. Marty explains why Pylon started with a goal o…

E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure

Is private credit really in a bubble, or are investors looking for risk in the wrong place? Theodore “Ted” Koenig is Chairman and CEO of Monroe Capital, a $24 billion private credit firm. We break down how private credit grew from a niche alternative to a $2 trillion asset class, why financing shi…

E433: AlphaSense’s Chris Ackerson on AI, the Future of Finance & Finding Alpha

What happens to financial analysts when AI can do the work they used to spend all night doing? Chris Ackerson is SVP of Product at AlphaSense, where he focuses on applying information retrieval, natural language processing, deep learning, and recommendation systems to search and discovery. We disc…

E434: Warren Gibbon on How AI is Changing the Private Markets

Are private markets still positioned to outperform public markets? Warren Gibbon is a Multi-Family Office Chief Investment Officer with deep experience across asset allocation, equity research, and portfolio management. We discuss why investors may need to re-underwrite their assumptions about pri…

E435: Why Most Companies Aren’t Ready for AI

Which competitive moats will actually survive the AI era? SC Moatti is Managing Partner at Mighty Capital and Board Chair at Products That Count. We break down what Mighty Capital learned from mapping 550 companies by defensibility, why traditional SaaS advantages like switching costs and data moa…

E436: Nnamdi Okike on Billionaires, Founder Psychology & the Venture Capital Bubble

Can venture capital really be turned from instinct into science? Nnamdi Okike is Co-Founder and Managing Partner of 645 Ventures, where he leads Seed and Series A investments in software and software-enabled companies. We discuss why Nnamdi believes venture investing is driven by the totality of a…

E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes

What if the biggest opportunity in private markets isn’t backing companies—but backing the next generation of investment firms? In this episode, I sit down with Douglas Beyer, managing partner and founder of Roaring Brook Holdings, to discuss why emerging managers remain one of the most undercapit…

E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley

What if the biggest edge in venture capital is identifying an exceptional founder before everyone else does? Will Robbins is a technology-focused venture investor and founder of Robbins Capital, where he backs companies starting at formation. Previously, Will joined Contrary as its first employee …

E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company

What if the future of warfare is determined by who can innovate faster, not who can spend more? Ethan Thornton is the Founder and CEO of Mach Industries, a defense technology company he started after dropping out of MIT. We break down how Mach went from experimenting with roughly 20 technologies t…