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How I Invest with David Weisburd
How I Invest with David Weisburd

Aug 19, 2026 · 60 min

AI reshapes investing while human judgment holds its ground

E418: AI, Venture Capital & the Future of Investing

The episode examines which investment workflows AI can commoditize and why accountability, trust, relationships, and judgment may become more valuable.

3 key takeaways
  1. 1AI is spreading through investing from individual experiments toward firm-wide workflows, with verification and traceability still essential.
  2. 2Reliable evaluations make structured workflows easier to automate, while founder assessment and other judgment-heavy work resist commoditization.
  3. 3The strongest AI-native firms pair adaptable cultures and better data with human accountability, mission-driven hiring, and real-world relationships.

Don't miss

John Melas-Kyriazi explains why AI may automate measurable investment workflows while leaving responsibility, trust, and human judgment as durable sources of value.

The brief

John Melas-Kyriazi describes AI adoption in venture as a grassroots movement spanning research, sourcing, diligence, portfolio management, and back-office work—before firms have figured out how to institutionalize the best workflows.

The discussion moves from meeting preparation to Model Context Protocol, which could make software accessible through AI interfaces while preserving value in the systems and data underneath.

AI can commoditize workflows with reliable evaluations, such as structured data extraction, but founder assessment, accountability, and trust remain difficult to measure—and therefore harder to automate.

Data from more than 12,000 companies informs a debate over why top-decile AI companies grow faster, with product-market fit, distribution, capital access, and team quality all in view.

The episode’s broader conclusion is cultural: an AI-native firm needs experimentation and traceable information, but also mission-driven hiring, real organizational context, and humans willing to own outcomes.

Featuring

NotionNotion

Mentioned

MCModel Context ProtocolAnthropicAnthropicHHarmonicThe Beginning of InfinityThe Beginning of InfinityDavid DeutschDavid Deutsch

Books & mentions

The Beginning of Infinity

The Beginning of Infinity

David Deutsch’s book provides the episode’s clearest intellectual frame for open-ended knowledge, progress, and innovation.

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AI reshapes investing while human judgment holds its ground | PodLume