Appears On
Episode Appearances
How I Invest with David Weisburd · Jun 12, 2026
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
“Provided stat that private markets are $2T annually vs $100T+ public markets, informing perpetually-private company thesis”
AI Infrastructure and Power ConstraintsVenture Capital Concentration and Mega-RoundsPrivate Markets Duration and IPO Timing
View Analysis