# E405: Why AI Has Made Venture Capital Harder (Not Easier)

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Text version: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e405-why-ai-has-made-venture-capital-harder-not-easier.md
Podcast: [How I Invest with David Weisburd](https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713)
Published: 2026-07-20T12:45:00+00:00
Episode link: https://howiinvestpodcast.com/episodes/JvYKParxBEj
Audio file: https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/JvYKParxBEj.mp3?u=1784552401
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Duration seconds: 4556

## Resource

The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does. Michael Gilroy shares lessons from investing at Coatue, Microsoft's M12, Battery Ventures, Insight Partners, and now Marathon Management Partners. He explains what separates extraordinary founders from everyone else, how venture investors evaluate conviction versus consensus, why AI is changing the investment landscape, and how decades of experience shaped his founder-first investing philosophy.

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## Transcript

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