E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic

2026-09-14 · 34 min · episode 429 · 6 entities

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→ hosted by David Weisburd person

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→ discusses Business company

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persons 2

mentioned David Weisburd person

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Feed author/publisher: David Weisburd
hosted by David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd

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discusses Business company

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mentioned Investing concept

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evidence rules-v5
Feed category: Investing
discusses Investing concept

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evidence rules-v5
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Episode description as stored

What if the biggest mistake in venture capital is investing in what already looks like a great venture investment? In this episode, I sit down with Dr. V (Vaibhav Agrawal), Founder ODDBIRD VC, is a San Francisco-based venture investor who spent nearly a decade at Lightspeed, to explore why he believes the traditional venture playbook is changing. Sourcing has become a media and distribution business, companies are staying private longer, and investors increasingly need to think proactively about liquidity rather than simply waiting for their winners to go public.