David Blumberg: Backing $48 Trillion in AI, Israel's Rise, and the Miami Tech Revolution

$48 trillion. That's the AI market David Blumberg has been quietly positioning for, since before most people knew it existed. David Blumberg is the founder and managing partner of Blumberg Capital, one of the most enduring early-stage venture firms in the world. Since founding the firm in 1991, he's backed companies from seed to IPO across North America, Israel, and Europe including first checks into Braze, DoubleVerify, HootSuite, and Nutanix. A Harvard and Stanford GSB alum who cut his teeth at T. Rowe Price, the Bronfman family office, and Check Point Software, David has seen every cycle the tech industry has thrown at investors. Now he's in Miami, doubling down on agentic AI. This conversation goes deep on how David evaluates founders, why he believes agentic AI represents a $48 trillion market cap opportunity, and why the best time to be alive is right now. Playbook is shot, edited, produced, and published by Short Form Media http://shortformmedia.co CONNECT WITH DAVID BLUMBERG: Instagram: @blumbergcapital Website: blumbergcapital.com LinkedIn: https://www.linkedin.com/in/davidjblumberg CONNECT WITH PLAYBOOK BY MICHAEL MORGENSTERN: Instagram: @michaeljmorgenstern Apple Podcast: https://podcasts.apple.com/us/podcast/playbook-by-michael-morgenstern/id1879332626 Essential listening for founders, operators, and anyone building in the AI era. 🔔 Subscribe for weekly conversations with the world's top founders and operators.