Mentioned On
Episode Mentions
How I Invest with David Weisburd · Jun 12, 2026
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
“Sovereign wealth fund with ability to write $5-15B checks; example of capital concentration in mega-rounds”
AI Infrastructure and Power ConstraintsVenture Capital Concentration and Mega-RoundsPrivate Markets Duration and IPO Timing
View AnalysisHow I Invest with David Weisburd · May 13, 2026
E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren
“Sovereign wealth fund subsidiary managing $430B+ with hybrid captive/third-party capital model”
Large-ticket private equity deals ($10B+)Complexity as investment thesisContinuation vehicles and long-term holds
View AnalysisHow I Invest with David Weisburd · Apr 16, 2026
E349: Built to Scale: The J.P. Morgan Growth Playbook
“Sovereign Wealth Fund of UAE; guest preparing interview with their CIO about capital advantages”
Growth Equity Investment StrategyPrivate Company Lifecycle ExtensionVenture Capital Fund Structures and Continuation Vehicles
View Analysis