Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

David Weisburd

๐Ÿ‘ค Speaker
352 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

That's where AlphaSense comes in.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

AlphaSense is redefining channel research.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

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.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

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
E290: How LPs Underwrite Venture in 2026

The best part?

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

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.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

That context turns raw signal into conviction.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

The first to see wins, the rest follow.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

Check it out for yourself at alpha-sense.com slash how I invest.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

You mentioned this word untethered, and I'm wondering whether it actually is untethered maybe on the past, but it is tethered to the future.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

What does that mean?

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

Meta today is a $1.6 trillion company.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

when they're going out and giving these billion-dollar signing bonuses, which they're reportedly not doing anymore, to start their team, they're acting from some pretty interesting first principles.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

Obviously, I'm not in the boardroom.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

I'm not talking to Mark Zuckerberg.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

But it seems like they've embraced a couple principles.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

One is that the best teams and the best 100x engineers, AI engineers, want to work with the best people.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

This whole concept of talent magnets.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

Some organizations just absorb this talent.

How I Invest with David Weisburd
E290: How LPs Underwrite Venture in 2026

And if you take that to be true, which is a pretty non-controversial truth,