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David Weisburd

๐Ÿ‘ค Speaker
3481 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

What makes you so bullish on that sector of the market?

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And that actually, interestingly, dovetails with our previous discussion on vertical versus horizontal AI.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

The advisor actually has the context on the person.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

So a lot of financial decisions are not only right or wrong, they're contextual to the person.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

On top of that, it requires a high degree of context and understanding.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And they're very high stakes.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

If you sell your home and you get a tax bill in the wrong year, that could mean hundreds of thousands, if not millions of dollars of a mistake versus a chat TPD might give you the right answer, quote unquote, but it's the wrong answer for your specific context.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

One of the hardest things of investing is seeing what's shifting before everyone else does.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and to stay ahead of consensus.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

But channel checks are no longer a luxury.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

They're becoming table stakes for the industry.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

The challenge has always been scale, speed, and consistency.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

That's where AlphaSense comes in.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

AlphaSense is redefining channel research instead of static point-in-time reports.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

Thousands of consistent channel conversations every month deliver clean, comparable signals, helping investors spot inflection points weeks before they show up in earnings or consensus estimates.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

The best part?

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

These proprietary channel checks integrate directly into AlphaSense's research platform, trusted by 75% of the world's top hedge funds, with access to over 500 million premium sources.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

From company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.