{"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":"E377: Midas List VC: Why Most VCs Miss the Biggest Companies","slug":"e377-midas-list-vc-why-most-vcs-miss-the-biggest-companies","published_at":"2026-05-27T12:45:00+00:00","page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e377-midas-list-vc-why-most-vcs-miss-the-biggest-companies","show_page_url":"https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713","url":"https://howiinvestpodcast.com/episodes/OL6WndnoMnZ","audio_url":"https://dts.podtrac.com/redirect.mp3/media.podcastai.com/episodes/OL6WndnoMnZ.mp3?u=1779886801","summary":"What if the biggest venture returns are already gone by the time a category has a name? In this episode, I sit down with Niko Bonatsos, Founder and Managing Partner of Verdict, to discuss why the best venture opportunities emerge before consensus exists. Niko explains why “50% of the profits are made before a vertical even has a name,” how he identifies “freak” founders with extreme rates of learning, and why most VCs are structurally incentivized to follow momentum instead of creating conviction. We also explore why consumer and gaming are deeply undervalued today, how AI is changing company formation, and why relationship-building compounds harder than capital in venture investing.","meta_description":"What if the biggest venture returns are already gone by the time a category has a name? In this episode, I sit down with Niko Bonatsos, Founder and Managi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2610,"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/e377-midas-list-vc-why-most-vcs-miss-the-biggest-companies/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/e377-midas-list-vc-why-most-vcs-miss-the-biggest-companies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}