Traditional VC categories are breaking down as AI models blur infrastructure and apps
“Another one that's being blurred is between infrastructure and apps.”
can you feed off each other between the the two?
There's so many lines that are being crossed right now or blurred. Right? So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps. Right? So, like, what is a model company? Like, it's clearly infrastructure. Right? Because it's, like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's, touches the users directly. And then, of course, you know, the the the growth of these is just so high. And so I actually think you're just starting to see a a new financing
About this clip
The speaker explores how AI is disrupting traditional venture capital categories, particularly the blurring lines between venture and growth funding, and between infrastructure and application companies. They use model companies as an example of this category confusion - these companies function as both horizontal infrastructure platforms and direct consumer applications.
Why this clip
This clip captures a key structural shift in how the venture industry categorizes and funds AI companies, revealing new investment paradigms.
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