{"podcast":{"title":"How I Invest with David Weisburd","slug":"how-i-invest-with-david-weisburd-6470713","podcast_index_feed_id":6470713,"rss_url":"https://feeds.podcastai.com/LaVYz9xBOj9Q4toB4HfKrC.xml","website_url":"https://howiinvestpodcast.com","image_url":"https://data-1.podcastai.com/shows/LaVYz9xBOj9Q4toB4HfKrC/cover-b5b1dc31.jpg","author":"David Weisburd","episode_count":404,"summary":"How I Invest with David Weisburd is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.","last_synced_at":"2026-07-17T22:17:31.105631+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713"},"episode":{"title":"E371: Midas List VC: Why AI Models Will NOT Become Commodities","slug":"e371-midas-list-vc-why-ai-models-will-not-become-commodities","published_at":"2026-05-18T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e371-midas-list-vc-why-ai-models-will-not-become-commodities","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/nTX9mzqKzBX","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/nTX9mzqKzBX.mp3?u=1779109202","summary":"What if the biggest winners in AI won’t come from having the best model—but from building the strongest feedback loops around users? In this episode, I sit down with Hans Tung, Managing Partner at Notable Capital and longtime Midas List investor, to discuss how decades of investing across consumer internet and global technology shaped his thesis around AI. Hans explains why Anthropic stood out early through its developer ecosystem, how network effects emerge inside AI systems, and why the most enduring companies are built around positive feedback loops. We also explore physical AI, prosumer behavior, immigrant founders, and the psychological traits required to build category-defining companies.","meta_description":"What if the biggest winners in AI won’t come from having the best model—but from building the strongest feedback loops around users? In this episode, I si…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1723,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/how-i-invest-with-david-weisburd-6470713/episodes/e371-midas-list-vc-why-ai-models-will-not-become-commodities/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e371-midas-list-vc-why-ai-models-will-not-become-commodities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}