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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.
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Why behind AI: Agents going rogue
Deep dives on cloud infrastructure software explored trough the lens of an industry insider.
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Infra Play #153: Q3'26 Infra Play portfolio
Welcome to the "bear market"
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Infra Play #152: AI Bonanza (Mid-Year Check)
OpenAI, SpaceXAI and Meta fight back Fable
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Why behind AI: (Abnormal) AI litigation
Case No. 3:26-cv-6754; Anthropic PBC vs Abnormal AI Inc
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Infra Play #151: AI sovereignty
Doctor Karp is on the case
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Why behind AI: The return of the frontier model
Fable 5 and GPT 5.6 make a return
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June 2026

Infra Play #150: The big moment for Micron
The ticker is $MU
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Infra Play #149: The Dario point of view
As we continue with the standoff between Anthropic and the federal government in regards with commercial access to Fable, there has been a lot of…
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Infra Play #148: Play stupid games, win stupid prizes
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any…
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Why behind AI: Fables
The now infamous Anthropic model previously know as Mythos has finally arrived for public consumption, under the alias Fable 5.
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Infra Play #147: Zscaler
Scaling the...Zscaler?
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