What Investors Really Want From AI Founders Now

In this conversation, David Blumberg shares how Blumberg Capital approaches early-stage investing, and what it takes to build companies that endure. Drawing on decades of experience, he explains why the firm prioritizes exceptional teams solving meaningful, complex problems with deep industry expertise, rather than startups simply layering AI onto existing products.

He also outlines how AI is shifting from generating insights to powering real-world workflows, unlocking significant productivity gains across industries. From the firm’s perspective, the most compelling opportunities lie in companies leveraging proprietary data and domain knowledge to create lasting value, offering a clear framework for founders aiming to stand out in today’s rapidly evolving AI landscape.