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Infra Play #122: The semiconductor angle
In the age of “you can just do things”, some have decided to go all in.
Dec 7
•
The Deal Director
Infra Play #121: The age of AI research
The AI researcher point of view.
Dec 1
•
The Deal Director
November 2025
Why behind AI: You come at the king, you best not miss
Nice crown you have there, but can you keep it?
Nov 26
•
The Deal Director
Infra Play #120: CrowdStrike and the agentic era
What does the future of CrowdStrike look like in the era of AI?
Nov 23
•
The Deal Director
Why behind AI: The best model of 2025
Gemini 3 is here and it’s a doozy.
Nov 19
•
The Deal Director
Infra Play #119: The Satya point of view
While Azure has experienced outstanding growth over the last two years, Microsoft's future as a cloud infrastructure software company will depend on the…
Nov 16
•
The Deal Director
Why behind AI: Kimi starts thinking
Nine months after DeepSeek R1, we finally have a frontier level open source model being released.
Nov 12
•
The Deal Director
Infra Play #118: Woof, woof
Datadog was widely considered as the poster child of the 2021 SaaS top. Does this still hold true in 2025?
Nov 9
•
The Deal Director
Why behind AI: Data centers in space
Buckle up, we have some AI to train in space.
Nov 5
•
The Deal Director
Infra Play #117: Value accrues at the bottom of the stack
AWS: $132B run-rate. Azure: $93B run-rate. GCP: $61B run-rate.
Nov 2
•
The Deal Director
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