E305: Why 95% of AI Startups Will Never Build a Moat
Episode Date: February 16, 2026Why are vertical AI applications emerging as some of the most defensible opportunities in technology today? David Weisburd speaks with Nick Beim abou...
The 10X Capital Podcast 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.
278 episodes transcribedWhy are vertical AI applications emerging as some of the most defensible opportunities in technology today? David Weisburd speaks with Nick Beim abou...
How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c...
How should investors think about risk when traditional measures like volatility fall short? David Weisburd speaks with Jeff Blazek about portfolio c...
Where does real edge still exist in public markets and how do you size risk when certainty doesn’t exist? In this episode, I talk with Ari Levy, Foun...
What actually creates sustainable alpha in endowment portfolios and why do most investors mistake activity for edge? In this episode, I talk with Lar...
After 300 interviews with the world’s top investors, what does alpha actually look like and why is it almost never what people think it is? In this s...
Can institutional capital really afford to rush or is patience the ultimate edge in fundraising? In this episode, I sit down with Rahul Moodgal to un...
What does it mean to be a true partner to lower middle market businesses? David Weisburd speaks with Peter Elliot Rothschild about building RF Inves...
How do tax efficiency, private markets, and structural change intersect in modern portfolio construction? David Weisburd speaks with Jeffrey Fulk ab...
Why do so many advisory boards look impressive on paper but fail to deliver real value when it actually matters? In his second appearance on the podc...
What actually separates great institutional investors from average ones and why does governance matter more than brilliance? In this episode, I talk...
Why are humans — not models — still the biggest bottleneck to AI progress, and what happens when that bottleneck becomes a business? In this episode,...
How should families think about portfolio construction when traditional diversification breaks down? David Weisburd speaks with Michael Phipps about...
How do experienced LPs evaluate venture managers in an increasingly crowded and bifurcated market? David Weisburd speaks with Kate Simpson about her...
How does one of the world’s largest pension funds shift its culture, governance, and investment process at scale? David Weisburd speaks with Nicole...
Why have consumer startups fallen out of favor and why might that be the biggest opportunity of the next decade? In this episode, I talk with Brian O...
Why does today’s venture market feel increasingly untethered from historical precedent? David Weisburd speaks with Narayan Chowdhury about structura...
Why did private credit secondaries emerge, and what problem do they solve for investors? David Weisburd speaks with Rakesh Jain about building one o...
How do you raise $875M in one of the hardest fundraising markets in decades and still outperform on DPI, IRR, and culture? In this episode, I sit dow...
What separates enduring investment firms from those that quietly break as they scale? In this episode, I talk with Chris Brimsek, Managing Director o...