We asked a $18.9B Investor how to survive the AI bubble
Apr 7, 2026 · 1h 6m · YouTube
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asr · 13,484 words · docs
0:0015 years ago we set an objective to become the number one performing private equity.
0:04Since we set that goal, the four funds we invested after that have all done 5x or better.
0:10How do you do 5x in six years?
0:12Well, you go get Navy SEALs to run plumbing companies.
0:15That makes perfect sense to me.
0:17It works pretty well.
0:19In your world, there's a bunch of like AI roll-ups.
0:22We're going to buy a company, we're going to throw AI in it, and it's going to be awesome.
0:25Is that a good strategy?
0:26These venture-backed apps, they'll have $2 million in revenue and a $500 million valuation, and they're going to go to zero.
0:32How do you see the world in the market?
0:33Where do you see opportunity?
0:35Where do you see destruction?
0:36And where do you see overhype?
0:38Okay, I'll start with overhype.
0:40How about that?
0:42I feel like I can rule the world.
0:44I know I can be what I want to.
0:47I put my all in it like my days off.
0:50All right.
0:51Well, listen, we have Bram Weaver here today.
0:54You've seen this guy all over YouTube, TikTok, wherever you've been seeing him.
0:57What I'm interested in is I would have always loved to go to Stanford and go to Stanford Business School.
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