E383:Why the Next Fortune 500 Companies Will Be Built on AI

2026-06-04 · 32 min · episode 383 · 6 entities

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→ discusses Business company

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Entities found in this episode

persons 2

mentioned David Weisburd person

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Feed author/publisher: David Weisburd
hosted by David Weisburd person

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Feed author/publisher: David Weisburd

companys 2

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Feed category: Business
discusses Business company

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mentioned Investing concept

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evidence rules-v5
Feed category: Investing
discusses Investing concept

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evidence rules-v5
Feed category: Investing

Episode description as stored

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.