Archive - Infra Play

Infra Play #162: AI Endgame

On the AI oligarchy currently taking shape

Sep 20 • The Deal Director

Infra Play #161: Dynatrace

Boom goes the dynamite?

Sep 13 • The Deal Director

Infra Play #160: Astra The Conqueror

GPT-6, AGI and the road ahead

Sep 6 • The Deal Director

August 2026

Infra Play #159: Hugging NVIDIA

Moving into the demand side of the AI factory

Aug 30 • The Deal Director

Infra Play #158: OpenRouter(s)

August 19, 2026

Aug 23 • The Deal Director

Infra Play #157: Laggards and challengers

Google vs SpaceXAI

Aug 16 • The Deal Director

Infra Play #156: Things are accelerating

So long Demis, and thanks for all the fish

Aug 9 • The Deal Director

Infra Play #155: Meta

There is a new cloud infrastructure software player in town

Aug 2 • The Deal Director

July 2026

Infra Play #154: What are CIOs buying?

There is an old principle in tech that companies tend to perform best financially when they can monetize late-majority and laggard buyers.

Jul 26 • The Deal Director

Why behind AI: Agents going rogue

OpenAI vs Hugging Face

Jul 22 • The Deal Director

Infra Play #153: Q3'26 Infra Play portfolio

Welcome to the "bear market"

Jul 19 • The Deal Director

Infra Play #152: AI Bonanza (Mid-Year Check)

OpenAI, SpaceXAI and Meta fight back Fable

Jul 12 • The Deal Director

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