About this episode
What happens when AI stops assisting humans and starts replacing decision-making itself?
David Weisburd speaks with Camilo Acosta about the rise of agentic AI, why incumbents still leave massive openings for startups, and how AI will reshape labor, venture capital, and entire asset classes. Camilo explains how investing ahead of regulation, betting on founders over ideas, and building for a fully agentic future define the next era of venture.
Highlights:
Why agentic AI replaces prediction, judgment, and action—not just tasks
Lessons from building products at Meta and founding startups
How incumbents’ scale creates opportunity rather than safety
Why $10B outcomes are “too small” for Big Tech but ideal for VCs
The danger of competing with platforms that control distribution
Why copilots miss the point of where AI is going
AI’s uneven impact across regulated vs. unregulated industries
How AI will disrupt private equity, asset allocation, and the Yale Model
The extinction-level event facing emerging VC managers
Why building a firm is fundamentally a branding and marketing exercise
Founder psychographics, ruthlessness, and investing pre-idea
Why some of the best founders are the hardest to work with
Audio-first interfaces as the next major compute platform shift
Guest Bio:
Camilo Acosta is the Founder and Managing Partner of Perceptive Ventures, an early-stage fund focused on agentic AI. He is a former startup founder and CEO whose company was acquired, and previously served as a senior AI engineering leader at Meta, where he helped run multi-billion-dollar product suites. Camilo invests with a thesis-driven approach centered on agentic systems, founder psychographics, and long-term technological disruption across industries.
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Sponsor:
AlphaSense is the AI-powered market intelligence platform trusted by 85% of the S&P 100, helping investment professionals make faster, more confident, data-driven decisions. Built for hedge funds, asset allocators, private venture capital firms, and investment bankers, AlphaSense uses advanced AI and powerful search across premium proprietary content to surface the insights that matter most—before the market moves. Elevate your research and stay ahead of the competition. Visit https://www.alpha-sense.com/howiinvest/ to learn more.
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