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

AI, Infrastructure, and the Next Wave of Venture Opportunities

“The best time to be alive is right now, right here.”

Blumberg Capital Founder and Managing Partner David Blumberg joined Michael Morgenstern for a conversation on building decacorns, Florida’s rise as an innovation hub, AI and infrastructure investing, and why industries like storage and moving can become major tech opportunities. There may also have been a discussion about Shabbat dinner guests.

Key Takeaways

• AI infrastructure remains a major investment theme. Investors continue focusing on the technologies supporting large-scale AI adoption.
• Miami is evolving into a growing tech hub. Florida’s startup ecosystem is attracting founders, capital, and innovation-focused businesses.
• Innovation opportunities often emerge in overlooked industries. Traditional sectors like storage and logistics may offer significant technology disruption potential.