This is Infra Play

I write for the top performers interested in the development and selling of technology.

That means members of the Go-To-Market teams (tech sales), industry operators, investors and founders.

My strong conviction bet is that computing power is the most important resource, alongside oil. Everything that we build in the worlds of atoms and bits depends on it. What are the most important attributes of computing power?

Obtaining it (The art of turning sand into endless racks of deployed compute)

Utilising it (Building applications powered by AI)

Keeping it running (Orchestrating and observing resilient systems)

Protecting it (Securing computing power through software, people, and processes)

When I refer to AI, I focus on both cutting-edge LLMs, as well as ML at enterprise scale.

I believe that the highest value will accrue at the bottom of the stack, which means the chip makers, the cloud hyperscalers and their marketplaces, AI model makers, and select ISVs across data platforms, observability, and cybersecurity.

What you’ll get here…

If you can’t find the newsletter, check your spam folder. And please mark this address as ‘not spam.’ If the newsletter isn’t in your spam folder, either, you should look in the Promotions tab.

I try to publish twice per week, one main “Infra Play” article and one AI-focused overview from my series “Why behind AI”. One of these each week will be paid and you can easily subscribe on monthly basis.

In addition you can access my Infra Play Database, which expands on my industry research on the cloud infrastructure software companies that matter.

To get every post and other paid subscriber benefits, upgrade to a paid subscription

The Deal Director