Blumberg Capital On What Investors Really Want From AI Founders Now
What does it really take to build the next generation of AI companies when the hype around scale begins to fade and real-world impact takes center stage? In this episode, I sit down with David Blumberg, founder and managing partner at Blumberg Capital, to unpack what he believes will define the next wave of AI startups. With a track record that includes being the first investor in companies like Nutanix, Braze, and DoubleVerify, David brings a perspective shaped by decades of identifying breakout innovation early. But what stood out most in our conversation was his belief that 2026 marks a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.