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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
Why behind AI: Stripe annual update
What can we learn from the payment layer of AI-native startups
Mar 4
•
The Deal Director
4
4
1
February 2026
Infra Play #133: War Time
As I write this article, missiles are flying over multiple countries in the Middle East.
Feb 28
•
The Deal Director
6
2
Why behind AI: This article will lead to a market selloff
Squeaky bum time
Feb 25
6
1
Infra Play #132: Palo Alto Networks and the quest for platformization
The platform play is the play, if you can make it work
Feb 22
•
The Deal Director
7
1
2
Why behind AI: Anthropic progress update
Deep dives on cloud infrastructure software explored trough the lens of an industry insider.
Feb 18
•
The Deal Director
2
Infra Play #131: GitLab
When will the price be right?
Feb 15
•
The Deal Director
6
1
Why behind AI: Blackwell is here
GPT 5.3 Codex and Opus 4.6 edition
Feb 11
•
The Deal Director
5
1
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