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

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.