David Weisburd, 10X Capital: Finding Alpha and LP Bias

In this episode, Molly O'Shea talks with David Weisburd, Co-founder and Co-Head of Venture Capital at 10X Capital. They discuss the strategies for achieving alpha in VC, the significance of LP-GP dynamics, VC’s track record on predicting trends versus fads, and delve into David’s AI thesis.

Follow us on Twitter⁠

• @MollySOShea
• ⁠⁠@DWeisburd

Resources

• David's Podcast: ⁠https://open.spotify.com/show/2MHgyKMmJgznPI66MLxZfC⁠
• David & J-Cal's Podcast: ⁠https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK⁠
• OpenLP Powered by Sapphire: ⁠https://openlp.sapphireventures.com/⁠
• Subscribe to Sourcery: ⁠⁠https://www.sourcery.vc/

⁠Companies Mentioned

• 10X Capital https://www.10xcapital.com/
• Rabbit https://www.rabbit.tech/
• Perplexity AI https://www.perplexity.ai/
• Worldcoin https://worldcoin.org/

Timestamps

(00:00) Intro

(00:55) David's Journey in Venture Capital

(02:01) Transition from Venture Capital to Podcasting

(05:25) Podcaster Secrets

(08:42) High-Level Learnings in Venture Capital and Investment Strategy

(10:57) Don't Try to be a Macro Investor

(14:51) The Future of AI

(19:21) Extreme Alpha in VC

(21:45) Unpacking the Systematic Bias in the LP World

(31:55) Advice for Founders and GPs in the Current Market

(35:26) Wrap