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April 2026

Infra Play #141: Q2'26 Infra Play portfolio
Chasing the bottlenecks of AI
 • The Deal Director
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…
 • The Deal Director
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 deciding (and evangelizing) the narrative…
 • The Deal Director
Why behind AI: The OpenAI sales memo
GTM is no longer an afterthought
 • The Deal Director
Infra Play #139: Grafana Labs
The trade-off of focus at a time of platforms
 • The Deal Director
Why behind AI: A Mythos is born
After a few weeks of intense rumours, Anthropic revealed that it has trained a new model called Mythos, which demonstrates a significant leap in…
 • The Deal Director
Infra Play #138: 2026 State of the market
Deep dives on cloud infrastructure software explored trough the lens of an industry insider.
 • The Deal Director
Why behind AI: Build vertically, open horizontally
As part of GTC week, there are a lot of recorded conversations that Jensen is having with investors, reporters and other executives.
 • The Deal Director

March 2026

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