E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic
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.
Highlights:
- Why the old venture capital playbook no longer works.
- How sourcing became a media and distribution business.
- Why liquidity management is becoming a core skill for venture firms.
- How fund growth can quietly create strategy drift.
- Why markups can turn venture investors into momentum traders.
- Why Dr. V believes early-stage investing requires finding “pattern breakers.”
- Why consumer and fintech may be systematically oversold today.
- The overlooked opportunity in “fresh off the boat” founders.
Guest Bio:
Dr. V (Vaibhav Agrawal) Founder ODDBIRD VC, is a San Francisco-based venture investor who spent nearly a decade at Lightspeed before spinning out to build his own venture firm. Originally trained in medicine, he has developed an investing philosophy centered on finding exceptional founders and opportunities before they fit established patterns.
Are you interested in sponsoring the How I Invest Podcast? Please email David Weisburd at [email protected].
We’d like to thank AlphaSense for sponsoring this episode!
Sponsor:
AlphaSense is the AI-powered market intelligence platform trusted by 85% of the S&P 100, helping investment professionals make faster, more confident, data-driven decisions. Built for hedge funds, asset allocators, private venture capital firms, and investment bankers, AlphaSense uses advanced AI and powerful search across premium proprietary content to surface the insights that matter most—before the market moves. Elevate your research and stay ahead of the competition. Visit https://www.alpha-sense.com/howiinvest/ to learn more.
Stay Connected with David Weisburd:
X/Twitter: @dweisburd LinkedIn: https://www.linkedin.com/in/dweisburd/ Weisburd Pierce: https://www.weisburdpierce.com/
Stay Connected withDr.V (Vaibhav Agrawal):
LinkedIn:https://www.linkedin.com/in/drvaibhavagrawal/
Questions or topics you want us to discuss on How I Invest? Email us at [email protected].
Disclaimer:
This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Pierce. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results, and any forward-looking statements are subject to risks and uncertainties. Any third-party data or opinions have not been independently verified. Listeners should conduct their own research and consult their own advisors before making any investment decisions.
Chapters
| 0:00 | |
| 3:13 | |
| 6:57 | |
| 10:51 | |
| 14:38 | |
| 16:21 | |
| 20:58 | |
| 21:44 | |
| 27:18 | |
| 30:30 |
Transcript
Loading transcript...