Infra Play
The Deal DirectorDeep dives on cloud infrastructure software explored trough the lens of an industry insider.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 107 | Subscribers | Read | infraplay.ai |
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Infra Play #141: Q2'26 Infra Play portfolio
Chasing the bottlenecks of AI
Why behind AI: The private market opportunity
I've previously covered the impact of AI on the public markets, and today we'll turn to the most interesting growth opportunity right now: private AI-native companies. The information comes from the Redpoint Market Update.
Infra Play #140: I did not wake up a loser
The interesting thing about the age of founder mode is that we have multiple high-profile CEOs in the industry shaping (and evangelizing) the narrative of their company directly to the public. This is a stark contrast to how the “managerial...
Why behind AI: The OpenAI sales memo
It’s been a painful six months for OpenAI. After riding the high of massive Enterprise adoption through Azure and becoming the most important consumer app on the market, there was a lot of hubris on the leadership team.
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Author of "Infra Play", a weekly publication focused on cloud infrastructure software as viewed from the mental model of technology sales.
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