3i Member Spotlight

Venture Capital, AI, and the Art of the Long Hold with David Blumberg and Bruce Taragin of Blumberg Capital

Episode Summary

David Blumberg and Bruce Taragin of Blumberg Capital join Mark Gerson to unpack how they've built an enduring venture partnership and the "Six Ts" framework they use to evaluate startups. They also share where agentic AI is already delivering measurable productivity gains and where Blumberg is placing its next bets.

Episode Notes

Our latest Member Spotlight podcast features David Blumberg, Founder, and Bruce Taragin, Managing Director of Blumberg Capital, a seed-stage venture firm with nearly three decades of investing together and early bets on Nutanix, Braze, and DoubleVerify.

In conversation with 3i Members Co-Founder and Chairman Mark Gerson, David and Bruce unpack what it takes to build an enduring venture partnership, how they evaluate startups through their "Six Ts" framework, and why holding conviction when everyone else wants to sell is what separates good returns from great ones. They also share how agentic AI is already delivering measurable productivity gains and where Blumberg is placing its next bets.

In this episode, David and Bruce share:

• The "Six Ts" framework (theme, team, timing, technology, terrain, and traction) and why team ranks above technology every time
• The DoubleVerify decision: why they passed on an 8x offer and held all the way to a 72x return at IPO
• Why agentic AI is producing 10x productivity gains right now, and the verticals Blumberg is backing