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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

When I found out you were on the Council of Foreign Relations on the board of directors, I was very excited.

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

One of the most famous think tanks in Washington, specifically dealing with foreign policy, which is chaired by David Rubenstein, co-founder of Carlyle.

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

You have a very unique vantage point on that board.

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

What do you see as the future of defense and the future of national security for the United States?

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

Ukraine is really the testbed for this asymmetric warfare, which means you have these $500 drones that are destroying five $10 million tanks.

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

So you have almost this last generation of technology battling out the next generation of technology.

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

What is the United States doing in order to evolve their defense tech for next generation warfare?

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

You mentioned cost plus.

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

Not only is there no incentive to lower the cost, there's a disincentive because oftentimes this cost is a percentage, not a dollar sum.

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

So it's not like if they lowered the cost by 10 times, they would make the same amount of money, which doesn't really matter.

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

They actually make less money.

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

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

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

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

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

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

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

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

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

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