Trey Ward

speaker

263 appearances 1 recordings 1 series first heard Jan 2026 last heard 13 Jan

Trey Ward’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 Jan 2026 with 1.

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How I Invest with David Weisburd · E281:The Tsunami of Pain Facing Venture Capital · 13 Jan 2026 podcast

And I think people would say, that's a great story.

Can you do it again?

Well, the next year we did.

So we took a company that had $100 million of R&D.

We invested $2 million.

And for that, we received 45% ownership and the first 20 million out.

Same path.

I'm looking at all the numbers in the financials.

2026 will be profitable.

And so you can start to see just this fundamental mismatch of how venture is funding these businesses in the market conditions with what's actually the reality of the companies.

that's a core element of the thesis we don't believe these companies are rotten fruit what we believe is they're late bloomers and so for us we just think that these management teams need more time

And the way you get infinite time is profitability.

And so what we're really doing is we're going to the management teams and saying, hey, maybe the burn money, go for a billion dollars approach isn't appropriate right now.

Let's lean down.

Let's get to profitability.

And then you're going to have unlimited time to prove your market advantage with your product.

A lot of that realization has already happened, right?

They've been trying to fundraise.

They can't.

But at the same time, the companies that we're targeting deeply, deeply believe in what they're building.

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