Infra Play is now at Substack
“The Infra Play” is now just “Infra Play”
Going forward, “Infra Play” will be published on Substack, which is a significant upgrade in terms of community and features.
You’ll be getting all future emails from here. If you are a paid subscriber, you’ll receive a separate email on how to migrate.
As a reminder, I write “Infra Play” for the top performers interested in the building and selling of technology.
That means members of the Go-To-Market teams (tech sales), investors and founders.
My strong conviction bet is that computing power is the most important resource, alongside oil. Everything that we build in the worlds of atoms and bits depends on it. What are the most important attributes of computing power?
Obtaining it (The art of designing and printing silicon)
Utilizing it (Building applications powered by AI on top of data)
Keeping it running (Orchestrating and observing resilient systems)
Protecting it (Securing computing power through software, people, and processes)
When I refer to AI, I focus on both cutting-edge LLMs, as well as ML at enterprise scale.
I believe that the highest value will accrue at the bottom of the stack, which means the chip makers, the cloud hyperscalers and their marketplaces, frontier labs, and select ISVs across developer tools, data platforms, observability, and cybersecurity.
“Infra Play” explores the opportunity in cloud infrastructure software trough multiple mental models, but the biggest focus is trough the lens of those that are in the trenches of selling every day.
What you’ll get on Substack
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I’ll try to publish twice per week, one main “Infra Play” article and one AI-focused overview from my series “Why behind AI”. One of these each week will be paid and you can easily subscribe on monthly basis to read the full story.
In addition you can access my expanded Infra Play Database, which expands on my industry research on the cloud infrastructure software companies that matter. While this tool will remain free, subscribing helps in keeping it running. Consider becoming a Founding Member if you would like to support my vision of what we are building here.
The Deal Director