Duncan Davidson
Co-founder and General Partner at Bullpen Capital focused on post-seed venture investing, and a serial entrepreneur with experience founding companies in telecom, mobile social apps, and IoT.
Best podcasts with Duncan Davidson
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Feb 27, 2026 • 49min
Bubble or Breakthrough? How CIOs Should Think About the AI Tech Boom
Duncan Davidson, co-founder and GP at Bullpen Capital and serial entrepreneur, shares sharp views from decades of tech cycles. He discusses how core-use adoption separates durable AI from hype. He urges leaders to participate in booms, warns against fragile “wrapper” AI plays, and explores how AI agents could reshape the SaaS model and job tasks.
