Michael Gilroy

speaker

885 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Michael Gilroy’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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How I Invest with David Weisburd · E405: Why AI Has Made Venture Capital Harder (Not Easier) · 20 Jul 2026 podcast

That's both exciting, and then as an investor, it requires a different level and focus on diligence.

Capital is extraordinarily abundant.

And so you go back and you look at the last huge technology shift in 1999, there was a lot less capital, much harder to start a company.

And then today we have both of those things.

One of these platforms out there managing $100 billion will definitely give us a term sheet or two.

It's absolutely related.

And what I would say is the buying behavior has changed dramatically here, right?

Let's take security, for example.

We're actually just announcing a big security series A today.

And you go and you talk to the buyers.

For many of these companies, as we were looking at this trend for the last 12 to 18 months, you would go and actually get on the phone with the buyer and they're buying it out of fear, right?

And so it's FOMO driven buying the same way we have this as investors.

People do not want to be left behind.

So what does that mean for revenue quality?

Revenue quality is much, much lower if somebody is buying it out of fear instead of out of need.

And so it's up to us as the investor to spend the adequate time to go in and say, hey, is this a product that is going to be sticky within the organization for years and years from now?

Or in six months, are we going to see this hit the cohorts in a really negative way because they just wanted to go out and test and see it?

And they actually bought all 20 solutions in whatever subsector it was.

Good old-fashioned hard work and back channels.

Historically, I would go out and look at a trend, particularly in software, and say, hey, Mrs. CEO, can you introduce us to your three largest customers?

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