HI How I Invest with David Weisburd

Podcast

How I Invest with David Weisburd

How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.

Website ↗ Last published 2 November 2026 450 posts collected by Sputnik

Said on How I Invest with David Weisburd

“When our summer interns come in, the first question is always, oh, AI is going to take care of me, I won't be able to have a job. And my answer is always: look, pay the extra 20 bucks a month to use AI, and then you'll get the job.” — Christopher Donahue, How I Invest with David Weisburd
Christopher Donahue · 30 Oct 2026 Listen →
“Don't answer their questions. Kids ask questions all the time. And as a good parent, you want to be like, oh, my daughter wants to know why the sky is blue or whatever. It is not useful for you to answer their question. They will never remember the answers. Just say, why do you think? What do you think? Why do you think it's blue?” — Matthew Harris, How I Invest with David Weisburd
Matthew Harris · 26 Oct 2026 Listen →
“The companies that end up being massively valuable are overvalued, quote unquote, at every round. And so if you take a view that you're going to turn down things that are overvalued at the very moment in time they're being valued, you will systematically miss the power law companies on average.” — Matthew Harris, How I Invest with David Weisburd
Matthew Harris · 26 Oct 2026 Listen →
“It's really the key thing to understand about venture: it's the only asset class where you have to sell your money to the company. The best companies are, their rounds are oversubscribed.” — Erik Syvertsen, How I Invest with David Weisburd
Erik Syvertsen · 21 Oct 2026 Listen →
“If you make something that's 80% as efficient, but you can get it out in six months, data centers will line up to buy it from you because they just care about time to going live.” — Leo Polovets, How I Invest with David Weisburd
Leo Polovets · 16 Oct 2026 Listen →
“Our biggest misses were ones where we liked everything except the price. And then we passed because of the price. And then years later, it's like, you know, a multi-billion or sometimes $10 billion company.” — Leo Polovets, How I Invest with David Weisburd
Leo Polovets · 16 Oct 2026 Listen →
“Mines are kind of the original maritime asymmetric warfare, right? A naval mine can cost about two grand. You can just throw them off the side of the boat. So you can rapidly lay these minefields… But it costs, you know, typically 200x more in terms of money and time to clear that minefield.” — Nelson Mills, How I Invest with David Weisburd
Nelson Mills · 14 Oct 2026 Listen →
“If you go back and look at what happened with ATMs, … a lot of experts, a lot of researchers believe that ATMs would displace bank tellers. In fact, they didn't. ATMs rolled out. They became mass available. … They did not displace bank tellers. What displaced bank tellers was actually the phone.” — John Borthwick, How I Invest with David Weisburd
John Borthwick · 12 Oct 2026 Listen →
“I'd watch all the people during COVID be like, yeah, Miami is going to be the next thing or, you know, come to Miami. I'm like, okay, the only people going to Miami are billionaires and … crypto crazies and tax avoiders. I'm like, you know how long it takes to build an ecosystem? … In New York, it took 20 years.” — Steven Rosenblatt, How I Invest with David Weisburd
Steven Rosenblatt · 9 Oct 2026 Listen →
“Cost plus contracting is another form of socialism. And that's as clear as I can put it. When you give companies a socialist incentive for decades, it's actually not like they want to perform badly. To survive ... they have to charge the Pentagon more for things that don't make sense.” — Ethan Thornton, How I Invest with David Weisburd
Ethan Thornton · 7 Oct 2026 Listen →
“I think about the cap table as like a living room. It's like people move in, they rarely move out.” — Byron Ling, How I Invest with David Weisburd
Byron Ling · 4 Sep 2026 Listen →
“When you're investing in perfect markets, what you get is beta, right? If the market goes up, everybody does well, but no one's really generating any alpha. Defense is still broken.” — Jake Chapman, How I Invest with David Weisburd
Jake Chapman · 12 Aug 2026 Listen →

Hosts

How I Invest with David Weisburd is hosted by David Weisburd , Erik Torenberg and Curtis Pierce .

Recent Episodes

  1. 2 Nov 2026

    E450: Brijesh Jeevarathnam on Why Venture Is Eating Public Markets, Picking Great VCs, and the AI Boom

    With Brijesh Jeevarathnam

  2. 30 Oct 2026

    E449: Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AI

    With Christopher Donahue

  3. 28 Oct 2026

    E448: Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail

    With Gavin Ezekowitz

  4. 26 Oct 2026

    E447: Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued

    With Matthew Harris

  5. 23 Oct 2026

    E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity

    With David Breach

  6. 21 Oct 2026

    E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups

    With Erik Syvertsen

  7. 19 Oct 2026

    E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn

    With Tim McCusker

  8. 16 Oct 2026

    E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company

    With Leo Polovets

  9. 14 Oct 2026

    E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War

    With Nelson Mills

  10. 12 Oct 2026

    E441: Startup Investing When the Cost of Building Goes to Zero

    With John Borthwick

  11. 9 Oct 2026

    E440: What Steve Jobs Taught Me About Great Founders

    With Steven Rosenblatt

  12. 7 Oct 2026

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

    With Ethan Thornton

Guests

Ryan Serhant (3 episodes), Jamie Rhode (3 episodes), Ron Biscardi (3 episodes), Alex Edelson (3 episodes), Mark Wade (2 episodes), Alex Ambroz (2 episodes), David Sawyer (2 episodes), Sasha Pieterse (2 episodes), Logan Allin (2 episodes), Errik Anderson (2 episodes), Joey Levy (2 episodes), Abe Othman (2 episodes), and 414 more.