Infra Play

Infra Play

Why behind AI: Anthropic progress update

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The Deal Director
Feb 18, 2026
∙ Paid

It's been barely 40 days since I published my deep dive on Anthropic, and things have been as eventful as ever.

Infra Play #125: Anthropic

The Deal Director
·
Jan 4
Infra Play #125: Anthropic

In my “Best of 2025” article I called out Anthropic for the most impressive pivot last year in cloud infrastructure software:

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The company just announced a massive $30B Series G raise (upsized from the $20B target),…

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