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Why behind AI: The OpenAI sales memo
GTM is no longer an afterthought
18 hrs ago
•
The Deal Director
4
Infra Play #139: Grafana Labs
The trade-off of focus at a time of platforms
Apr 12
•
The Deal Director
5
1
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…
Apr 8
•
The Deal Director
7
1
1
Infra Play #138: 2026 State of the market
Deep dives on cloud infrastructure software explored trough the lens of an industry insider.
Apr 5
•
The Deal Director
8
1
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.
Apr 1
•
The Deal Director
6
March 2026
Infra Play 137: Okta
Deep dives on cloud infrastructure software explored trough the lens of an industry insider.
Mar 29
•
The Deal Director
8
4
2
Why behind AI: Skill issue
Deep dives on cloud infrastructure software explored trough the lens of an industry insider.
Mar 26
•
The Deal Director
2
1
Infra Play 136: Q1 Infra Play portfolio update
Swimming upstream
Mar 22
•
The Deal Director
4
1
Why behind AI: Five layer (NVIDIA) cake
The original GTC events were called “GPU Technology Conference” and launched back in 2009, with 1,500 attendees.
Mar 19
•
The Deal Director
2
2
Infra Play 135: Atlassian
What is the value of "system of work" for humans in the age of AI?
Mar 15
•
The Deal Director
10
2
Why behind AI: The Anthropic meltdown
We are one week into war in the Middle East, powered by the latest Anthropic models.
Mar 11
•
The Deal Director
4
1
Infra Play 134: Founder series with Advocacy AI
The value of vertical SaaS in the age of AI
Mar 8
•
The Deal Director
5
1
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