David Weisburd

Today, that's even more difficult with the pace of AI.

How do you create a framework investing 2026 for 2036 and beyond?

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.

The first to see wins, the rest follow.

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

How do you marry those two things, which is I need to be pragmatic enough to attract the next round of funding while also not being leapfrogged by the next generation of technology?

And these investors are investing at the Series A pre-revenue.

Basically, they realize that gap between the future and the current state, and they're willing to subsidize even from a revenue basis.