28 October 2026
E448: Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail
How I Invest with David Weisburd
About
How do you invest in generational companies like Anthropic, OpenAI, and SpaceX before everyone recognizes their potential?
Gavin Ezekowitz is the Co-Founder and Chief Investment Officer of BFA Global Investors, an alternative investment firm providing access to private market opportunities. In this episode, Gavin explains how BFA gained exposure to Anthropic, OpenAI, and SpaceX through GP relationships, including its early Anthropic investment at a $17 billion valuation.
Gavin Ezekowitz is the Co-Founder and Chief Investment Officer of BFA Global Investors, an alternative investment firm providing access to private market opportunities. In this episode, Gavin explains how BFA gained exposure to Anthropic, OpenAI, and SpaceX through GP relationships, including its early Anthropic investment at a $17 billion valuation.