David Weisburd

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Is that the pitch to the founders that they're getting the person at the firm?

They're getting the person with the 20 years of experience versus maybe a newer general partner?

If you think about where could the large multi-stage firms really not replicate what you're doing, you're doing the unscalable thing.

You're providing a value add per dollar that the large funds simply cannot do.

One of your biggest positions is an anthropic

the AI market is changing almost on a daily basis.

Tell me about where we sit today between the different LLMs, Anthropic, Google, OpenAI, and Cross.

There was this narrative maybe six months ago that the LLMs had their own lanes.

OpenAI was consumer, Anthropic via cloud was coding or was enterprise.

There seems to be conversions going on.

Everyone's attacking everyone else's beachhead.

What do you see as the future?

Do you think that they converge into direct competition on different verticals or do you think they'll kind of keep staying in their lane?

So you say that these markets are huge, which is intuitive.

What markets are you talking about?

And give me a sense for the penetration of these markets today.