E290: How LPs Underwrite Venture in 2026
Podcast: How I Invest with David WeisburdPublished On: Mon Jan 26 2026
Description: Why does today’s venture market feel increasingly untethered from historical precedent? David Weisburd speaks with Narayan Chowdhury about structural shifts in venture capital, the limits of data-driven decision-making, and how founders and investors navigate an unusually noisy and fragmented market. Narayan shares how access, trust, and long-term relationships are becoming more important as traditional signals lose reliability.
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