# E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic

Page: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e429-dr-v-on-ai-market-bubbles-finding-the-next-anthropic
Text version: https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e429-dr-v-on-ai-market-bubbles-finding-the-next-anthropic.md
Podcast: [How I Invest with David Weisburd](https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713)
Published: 2026-09-14T12:45:00+00:00
Episode link: https://howiinvestpodcast.com/episodes/4hH5yr90i0P
Audio file: https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/4hH5yr90i0P.mp3?u=1789390801
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Duration seconds: 2022

## Resource

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.

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## Transcript

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