David Weisburd

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.

The first to see wins, the rest follow.

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

It's like these unteachable lessons.

Everybody...

on an academic basis understands this one in 10 phenomenon when they go into venture capital, but they fail to really internalize both the one and the 10.

One of the most common things that venture capitalists say over and over again is, I fail to realize how important those power law outcomes are, like how singularly important they are.

I interviewed Apoorva Mehta, who's a fund-to-fund guy, and he had over 500 investments.

And I believe 5% of them, 25 of them,

it returned 77% of the fund.

And I think a couple of handful of them returned 50%.

So like a small handful of companies out of 500 returned 50, 25 returned 77%, which is another way of saying that 475 returned 23%.

Sex will likely be a trillion dollar outcome.

Anthropic hopefully will be somewhere close.