David Weisburd

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How are the new defense tech companies like Anduril able to compete with these entrenched companies?

Stepping back, AI is changing on just such a fast pace.

We normalized the last week's changes as if it was 10 years ago, but it's just changing almost on a weekly and monthly basis.

Given all this change, how do you come up with principles and methodologies to diligence invest in companies, either both in AI within the AI space, but also those heavily reliant on AI?

Has that been one of your keys to success is essentially to focus on a niche, kind of like a business?

It might not be the biggest.

Well, tech, let's be honest, it's not as big as...

AI LLMs, but it is a niche.

It has specific players, has specific ways of winning.

Was that a purposeful strategy or is it just something that you'd made a couple of investments and you're like, okay, I now have two more investments than 99% of the world?

Do you have to avoid the temptation to enter these new hot sectors when you have a niche that's a great opportunity, but sometimes you have these temptations that come about that seem very interesting?

You've had a storied career, McKinsey, Goldman Sachs, Matrix Partners.

You've been a VC for almost 26 years coming up.