Episode Appearances
How I Invest with David Weisburd · May 8, 2026
E365: Stanford GSB Professor on Venture Capital’s Manager Incentives
“Referenced as example of investor whose career and institutional loyalty decisions transcend pure financial incentives”
Carry structure and fee negotiations in private equityLP portfolio diversification and correlation analysisKey person provisions and fund manager continuity
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The a16z Show · Apr 27, 2026
Ben Horowitz on Venture Capital and AI
“Major LP who held traditional venture capital assumptions that A16Z challenged”
Venture Capital Organizational DesignNetwork Effects as Competitive MoatAI's Impact on Software Moats
View AnalysisHow I Invest with David Weisburd · Feb 23, 2026
E310: The DPI Problem Plaguing Venture Capital & PE
“Yale endowment CIO whose private asset distribution models have guided allocators for 25+ years”
DPI (Distributions Per Invested Capital) crisis in private equity and venture capitalContinuation vehicles (CVs) and their impact on LP liquiditySecondary market sales and haircut pricing dynamics
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