E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders

E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders

September 4, 2026 · 1h 0m · Episode 425

About this episode

David interviews Byron Ling to discuss the key traits and judgment needed for early-stage technology investments.

David sits down with Byron Ling of Twelve Below to unpack the judgment required to invest at the earliest stages of technology. After roughly 30,000 founder meetings over the past decade, Byron believes the strongest signals rarely appear on a résumé. He looks for an almost biological drive to win, second-level thinking, exceptional learning velocity, clear communication, authenticity, and a sense of urgency that makes a founder difficult to compete against.

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Host: David Weisburd

Guest: Byron Ling

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Organizations: Twelve Below

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