Sitemap - 2025 - Infra Play
Why behind AI: End of year shopping spree
Why behind AI: 100 trillion tokens for Christmas
Why behind AI: The economics of AI
Infra Play #122: The semiconductor angle
Infra Play #121: The age of AI research
Why behind AI: You come at the king, you best not miss
Infra Play #120: CrowdStrike and the agentic era
Why behind AI: The best model of 2025
Infra Play #119: The Satya point of view
Why behind AI: Kimi starts thinking
Why behind AI: Data centers in space
Infra Play #117: Value accrues at the bottom of the stack
Why behind AI: The new (OpenAI) deal
Infra Play #116: Brick by brick
Why behind AI: State of AI report (Part 2)
Infra Play #115: The Alibaba vision
Why behind AI: State of AI report (Part 1)
Why behind AI: OpenAI DevDay 2025
Infra Play #113: State of Enterprise AI adoption
Infra Play #110: The Larry Supremacy
Infra Play #109: It’s time to talk about Cloudflare
Infra Play #108: Situational Awareness revisited
Infra Play #106: The end of GitHub
Infra Play #105: The OpenAI play
Infra Play #104: So is GCP undervalued?
Infra Play #103: The AI Action Plan
Infra Play #102: Understanding e/acc
Infra Play #101: The state of cloud infrastructure software in 2025 (part 2)
Infra Play #100: The state of cloud infrastructure software in 2025 (part 1)
Infra Play #99: AI Agents Deconstructed
Infra Play #98: The AI job is not finished
Infra Play #96: How AI fits the big picture of computing
Infra Play #95: The golden age of silicon
Infra Play #94: The SAP comeback
Infra Play #92: Focus is everything in cloud infra
Infra Play #89: Reports from the field
Infra Play #88: The implications of ASI
Infra Play #84: Cybersecurity in 2024
Infra Play #83: Let’s harden some images
Infra Play #82: Letters from Stripe
Infra Play #81: How do you like them containers?
Infra Play #80: Q4’24 in cloud infrastructure software
Infra Play #79: Software and real-world security operations
Infra Play #78: Tesla and the bet on real-world AI
Infra Play #77: AI gets political
Infra Play #76: SaaS spending patterns in 2024
Infra Play #75: It’s NVIDIA’s world, you are just living in it