How I Invest with David Weisburd · E441: Startup Investing When the Cost of Building Goes to Zero
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Advised users to start with consumer-grade agentic apps (Instinct, Muse) then move to more open tools (OpenClaw, Hermes, or building their own harness) to gain deeper understanding of AI capabilities
“Probably 50% of the token usage is 10% of the staff, right? There's people that build... Super users. They build their own app because they are really kind of stuck with a problem and they want to solve it.”
“I started our own AI transformation… I’ve been building my own agents… I’ve shown I’ve led by example.”
“We've seen organizations start doing agentic threat modeling and then broader integration and automation of the workflows through their various, say, SAS and DAS tools.”
“We give our students like $750 of tools to get them started. Everything they need, their own grinder, their own clamps, high quality stuff.”
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