E405: Why AI Has Made Venture Capital Harder (Not Easier)

2026-07-20 · 76 min · episode 405 · 7 entities

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→ hosted by David Weisburd person

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Feed author/publisher: David Weisburd
→ discusses Business company

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing

Entities found in this episode

concepts 3

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
mentioned Why AI Has Made Venture Capital Harder (Not Easier concept

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evidence rules-v5
E405: Why AI Has Made Venture Capital Harder (Not Easier)
discusses Investing concept

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evidence rules-v5
Feed category: Investing

persons 2

mentioned David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd

companys 2

mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business

Episode description as stored

The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does. Michael Gilroy shares lessons from investing at Coatue, Microsoft's M12, Battery Ventures, Insight Partners, and now Marathon Management Partners. He explains what separates extraordinary founders from everyone else, how venture investors evaluate conviction versus consensus, why AI is changing the investment landscape, and how decades of experience shaped his founder-first investing philosophy.