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 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

And that been very fortunate.

I have done nine seed deals over the course of my career.

I have a 100% graduation rate from seed to series A. Now from series A onwards, like there's still, again, there's a lot of work to do.

We can call it one of two things.

It's either complete dumb luck.

My mom will probably tell you that's the case.

Or two, it's that we underwrite everything like a growth business, even without the numbers.

And so what does that mean?

We're not investing in these science projects with terrible business models and small end markets that somebody else just gets excited about and is like, I love the founder and we hit it off and he's smart, so we're going to go and do it.

We know that it's going to pass the business model, TAM, and trend and potential operating leverage tests that all these growth investors are doing.

And so...

We need more capital.

We want them to be able to back into the company at early growth and beyond.

And so I think we just help ourselves by lowering that funnel of stuff that we just know is unlikely to get more funding.

I completely agree.

And if you really study these things over time, what the metrics can tell you a lot about the product or other things around the team.

And again, our Series A models are wrong, period.

They're wrong on delivery.

They're wrong on delivery, but exactly.

It's such a good exercise to go a layer deeper and understand what's going on.

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