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17 results for “ai infrastructure”
Topic9 mentions across episodes
AI infrastructure
Topic3 mentions across episodes
infrastructure
Concept2 mentions across episodes
AI infrastructure
“Why AI infrastructure investing is off-limits for most seed funds”
...probably off limits and doesn't really make sense for a lot of seed investors, and now it's the application level? Yeah. I think it's such a good point. Right? Because that's another one of the facto
14:29 / 15:06
market insight14:29 – 15:06
“Why AI infrastructure startups are terrible fits for seed investors”
...AI infrastructure. So whether it's a company like Anthropic or OpenAI or any type of company that's really building fundamental infrastructure, those tend to be very capital intensive businesses. That
13:35 / 14:13
market insight13:35 – 14:13
“Traditional VC categories are breaking down as AI models blur infrastructure and apps”
...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, yo
6:48 / 7:22
market insight6:48 – 7:22
...investing looks something like, well, let's buy a port. We'll lever it up to a massive amount. And in twenty years or so, we'll sell it, and we'll make a decent IRR, and it's safe. And what people didn't realize is that when something like the GFC ha
0:32 / 2:01
from transcript0:32 – 2:01
...infrastructure required from an AI perspective to actually power the world that we wanna see today, and then a very large scale energy transition across the globe as we think about climate requirements and all the things that we're trying to solve fo
0:05 / 1:05
from transcript0:05 – 1:05
“Why AI apps will dominate over infrastructure in the next wave”
On the app layer, I think the reason for a new swath of companies is is more compelling just because I think application layer, ultimately, you are not only changing the back end, you're also really c
18:45 / 19:27
market insight18:45 – 19:27
...infrastructure that's needed to make the technology work. You know, we hear a lot about data centers and we hear about energy, but how does it work end to end? What does that look like? So it is data centers for sure, and data center spend has gone u
9:44 / 10:51
from transcript9:44 – 10:51
...This is anything with a technical buyer, so think compute network storage, databases, of course, any of the low level AI stuff, dev tools, that sort of thing, security. And so I I run I run the team. I've been here for ten years. And then prior to th
3:46 / 4:48
from transcript3:46 – 4:48
...infrastructure deals have evolved over the past two decades. The need for infrastructure has never been bigger. Today on the show, we'll take a closer look at the dominant investment themes that are reshaping the future of infrastructure investing. W
0:04 / 1:06
from transcript0:04 – 1:06
...infrastructure. I just don't think that the data centers like, if you assume that 100% of the data centers at some point in time will need to get reracked and you will need a very different level of power requirement per rack that's gonna be there co
5:15 / 6:15
from transcript5:15 – 6:15
...physical infrastructure that runs it. Today, you'll hear a conversation with Amin Vadat from Google, Jeetu Patel from Cisco, and Raghu Raghuram from a sixteen z on what it takes to build the real world systems behind large scale AI, from chips and po
0:00 / 1:08
from transcript0:00 – 1:08
...infrastructure investors historically to think about making a move in that direction off their end segment expertise. At the same time, it's an asset class that traditional infrastructure players can move into as an adjacency. So in many ways, it's n
6:01 / 7:06
from transcript6:01 – 7:06
that got infrastructure investing going at Macquarie. And a little bit of the background just quickly there is that US leads Australia in most aspects of finance. Mhmm. But we led The US in terms of state governments going bankrupt. So our state gove
2:18 / 3:21
from transcript2:18 – 3:21
...infrastructure founders to go from all the way on the bottom of, you know, chips chip design, building the real hard infrastructure that supports sort of where models are going to run and the software layers, the communication layers, the developer t
1:27 / 2:40
from transcript1:27 – 2:40
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