Episode

E418: AI, Venture Capital & the Future of Investing

Podcast
How I Invest with David Weisburd
Published
Aug 19, 2026
Duration seconds
3599
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https://howiinvestpodcast.com/episodes/1Wdlyaq8PHj
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Markdown
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Summary

Most venture firms think AI is another productivity tool. David sits down with John Melas-Kyriazi co-founder and CEO of Standard Metrics—the AI-native portfolio management platform used by leading venture capital and private equity firms—to discuss how AI is transforming every stage of investing, from sourcing and diligence to portfolio management, follow-on decisions, and firm operations. John explains why the best venture firms are becoming AI-native organizations, how investors are using large language models today, why every investment memo should be "red teamed" by AI, the rise of MCPs, when firms should build software versus buy it, what Standard Metrics is seeing across more than 12,000 portfolio companies, and why human judgment will become even more valuable as AI automates everything else.