Episode
E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
- Published
- Sep 14, 2026
- Duration seconds
- 2022
- Processing state
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- https://howiinvestpodcast.com/episodes/4hH5yr90i0P
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Summary
What if the biggest mistake in venture capital is investing in what already looks like a great venture investment? In this episode, I sit down with Dr. V (Vaibhav Agrawal), Founder ODDBIRD VC, is a San Francisco-based venture investor who spent nearly a decade at Lightspeed, to explore why he believes the traditional venture playbook is changing. Sourcing has become a media and distribution business, companies are staying private longer, and investors increasingly need to think proactively about liquidity rather than simply waiting for their winners to go public.