Blumberg Capital

Technology moves fast, but the fundamentals of venture capital remain steady. In the latest Compass newsletter, we explore how data-driven innovation and long-term discipline are shaping the next era of venture. 💡 Proprietary Data Is the New Moat ⚙️ Energy & Efficiency Fuel the AI Economy 🌍 Global Innovation, Local Momentum 💭 Timeless Traits for Founders Read on for more on companies such as VerAI Discoveries, BioCatch, FirmPilot and insights from leading voices such as Grace Gong.

Last week, Florida International University brought together more than 50 leaders from the private industry, government, academia, and venture capital in Washington, D.C. for "Capitalizing on Universities for National Security," a three-day dialogue on bridging the gap between research and defense applications. David Blumberg highlighted startups' leadership in strengthening national security innovation. Participants reached a shared conclusion: Interdisciplinary collaboration is essential to sustaining U.S. national defense. Education, communication and innovation ecosystems must work together to overcome bureaucratic inefficiencies and accelerate the pace of progress.  Thank you to Carlos A. Becerra and Kenrick Chiocca for including us in this important discussion. https://lnkd.in/gjyXEpwx

Congratulations to team FundGuard on your continued growth in redefining the foundation of investment accounting for some of the world’s largest financial services institutions. We are grateful to be your partner - from Seed to one of Forbes' “Next Billion Dollar Startups" and beyond! More on the recognition: https://lnkd.in/e_8-BW32

Thank you to the founders, investors and supply chain & logistics leaders who joined us at Mini Fest this week in NYC. 🗽 Grateful to connect with friends - old and new - and spend time with portfolio companies NYSHEX and Pipe17. Thank you Pam Simon for bringing the ecosystem together ahead of Manifest: The Future of Supply Chain & Logistics. Looking forward to continuing our conversations about how AI and data are unlocking a new era of intelligent, predictive, and fully optimized supply chains.

Congratulations to co-founders Idan Raman, Dor Dankner, Guy Ben Simhon and the Anchor Browser team on launching today with $6M in Seed funding and a roster of partners such as Cloudflare, Coinbase and Groq - who have signed on as businesses operationalize agentic AI. Our team is proud to lead the round with participation from Gradient (Vig Sachidananda, PhD) and support from angel investors and advisors from OpenAI, ServiceNow and SentinelOne. Founded by alums of the Israeli Military Intelligence - Unit 8200, BlinkOps, Noname Security & SentinelOne, Anchor is the foundational infrastructure for a new era of software where AI agents navigate the internet like humans. “Agentic AI is only as useful as its ability to act in the real world, and in today’s enterprise, that means acting on the web,” said Raman. “Most of the web is still inaccessible to AI because it wasn’t designed for machines. Our mission is to bridge that gap, reliably, securely, and at scale." Anchor team, welcome to our community of visionary founders building the infrastructure for the next era of agentic AI. Thanks to our colleagues Bruce Taragin and Lior Carmel for leading us in the adventure ahead with the Anchor team. Learn more about Anchor and today's news in Forbes: https://lnkd.in/gfXXy_sx

Thank you to the global fintech, technology, and payments leaders who joined us in New York to explore the emerging world of #agenticcommerce.   Special thanks to portfolio company leaders who joined the discussion: - Vicky Bindra, Trulioo - Eric Harmon, Katapult - Itai Bengal, Yotpo   A few takeaways from around the table: 💸 Agentic commerce will require deep coordination across the payments stack - from banks to merchants. 📫 Physical goods may adopt agentic transactions faster than services. 📈 Investment is high, ROI is uncertain until systems are consumer-facing.

🎙️Startup Project Podcast: Building What’s Next David Blumberg joined host Nataraj Sindam to share lessons from more than three decades of early-stage investing, spanning T. Rowe Price to founding Blumberg Capital. The conversation covers: 🔹 Investing in DoubleVerify, Nutanix & repeat founders 🔹 AI and the rise of large quantitative models 🔹 Why policy shifts and global trends are reshaping venture 🔹 How Miami and Israel are fueling the next wave of innovation Listen to the full episode: https://lnkd.in/gR-TYkCD 

Grateful to have gathered with Stanford University Graduate School of Business students yesterday for a thoughtful discussion with our founder David Blumberg who was on campus for his GSB reunion. The group's deep expertise in cyber, AI, defense tech and investing contributed to a valuable conversation about emerging trends shaping the next wave of innovation. It’s always a privilege to connect and exchange perspectives with the next generation of leaders. Thank you to Max August for bringing us together - we're grateful for your leadership.

🎧 Headphones In: What’s On Our Playlists We’re big believers in learning by listening — whether on the move, in meetings, or at night. Here’s a few shows that our team is listening to: “Business Wars” – Former Marketplace anchor David Brown dives into iconic business rivalries — from Netflix vs. Blockbuster to Nike vs. Adidas. “Invest Like The Best” – A must-listen for anyone motivated to think outside the box. Investor and entrepreneur Patrick O'Shaughnessy shares fresh perspectives on the investment landscape. “20VC” – Podcast creator Harry Stebbings sits down for deep-dive conversations with tech entrepreneurs, investors, and operators diving into go-to-market strategies, fundraising, and scaling.

Blumberg Capital Office Hours guest Andy Ellis, veteran CSO at Akamai Technologies and advisor to startups, shares insights for cyber founders in today's complex market. ✍️ Read the 7 key takeaways: https://lnkd.in/g6qBueJf