AI, Infra vs Apps & Spotting Red Herrings with Akash Bajwa, Principal @ Earlybird
Akash Bajwa from Earlybird VC cuts through the AI investment noise, arguing that the infrastructure hype cycle has peaked and applications will dominate the next wave of value creation. He delivers sharp insights on why vector databases became investor traps, why AI security companies are getting acquired rather than going public, and what technical traits separate exceptional AI CTOs from typical engineering hires.
Key takeaways
- •Vector database hype created a dangerous investment trap as infrastructure plays became overcrowded and undifferentiated.
- •AI applications will outperform infrastructure investments because they're creating entirely new user experiences, not just backend improvements.
- •Exceptional AI CTOs must actively read research papers and stay current with latest model releases, not just focus on traditional engineering skills.
- •AI security startups are getting acquired instead of going public, signaling consolidation pressure in infrastructure categories.
- •AI models have finally matured enough to drive increasing user session lengths, proving they can create genuinely engaging new experiences.
Two episodes. Free. Clips before your next meeting.
No card. No setup call. Paste your episode and see what Clypt surfaces.