David Weisburd
👤 SpeakerAppearances Over Time
Podcast Appearances
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So you spent a decade at Battery where you're a general partner, then you spent five years at Accel as a partner, and then seven years at Forerunner.
In a lot of other verticals in tech, a lot of early stage investors are focused on the team and the problem, not necessarily the current solution.
The idea being that they'll iterate their way into a good solution.
Does that work for consumer?
And what are the nuances when investing to consumer?
One of the hardest things of investing is seeing what's shifting before everyone else does.
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.
Meanwhile, smaller funds have been forced to cobble together ad hoc channel intelligence or rely on stale reports from sell-side shops.
But channel checks are no longer a luxury.
They're becoming table stakes for the industry.
The challenges has always been scale, speed, and consistency.
That's where AlphaSense comes in.
AlphaSense is redefining channel research.
Instead of static point-in-time reports, 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.
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.
The best part?
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, from company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.
That context turns raw signal into conviction.