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What if the biggest investment opportunity of the next decade isn’t AI itself—but the companies building the infrastructure and workflows that allow AI agents to actually do work? In this episode, I sit down with David Blumberg, Founder and Managing Partner of Blumberg Capital, to discuss why he believes agentic AI is still in the first inning of a multi-decade transformation. David explains how AI agents will reshape productivity across industries, why vertical software companies with proprietary data have a major advantage, and how network effects are evolving through AI-powered data flywheels. We also explore the future of work, the rise of AI-native businesses, and why human relationships remain one of the few enduring advantages in an increasingly automated world.
Highlights:
- Why agentic AI could become a larger market than software itself
- The hidden infrastructure needed for AI agents to transact autonomously
- How proprietary data creates durable AI moats
- Why vertical AI companies may outperform general-purpose models
- The concept of AI-powered data flywheels and compounding network effects
- How AI could dramatically increase productivity without eliminating opportunity
- Why the next generation of Fortune 500 companies is being built right now
- The enduring importance of relationships in a technology-driven world
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