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Why behind AI: The thirst for the AI assistant
OpenClaw edition
Feb 4
•
The Deal Director
2
1
1
Infra Play #129: Earnings season Q1'26
On the duality of success
Feb 1
•
The Deal Director
4
2
January 2026
Why behind AI: Modelbusters
What happens when you grow faster than anybody expected?
Jan 28
•
The Deal Director
5
1
Infra Play #128: Is SaaS dead?
Getting the direction right is not an easy job
Jan 25
•
The Deal Director
6
2
Why behind AI: xAI progress update
The sink or swim moment for xAI
Jan 20
•
The Deal Director
1
Infra Play #127: Sales...force?
How far have the mighty fallen.
Jan 18
•
The Deal Director
3
2
Why behind AI: Harvey
Let's check on the application layer
Jan 14
•
The Deal Director
2
1
1
Infra Play #126: Q1'26 Infra Play portfolio
Directional bets on cloud infrastructure software
Jan 11
•
The Deal Director
4
2
Infra Play #125: Anthropic
What happens when you build around missionaries rather than mercenaries?
Jan 4
•
The Deal Director
5
6
December 2025
Why behind AI: End of year shopping spree
Groq and Manus AI "join forces" with bigger players
Dec 30, 2025
•
The Deal Director
1
2
1
Infra Play #124: Best of 2025
The pivotal moment for cloud infrastructure software
Dec 28, 2025
•
The Deal Director
2
2
Why behind AI: 100 trillion tokens for Christmas
The OpenRouter metrics
Dec 26, 2025
•
The Deal Director
1
1
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