The Infra Play #110: The Larry Supremacy
The road to 1T market cap is paved with tech sales layoffs.
The Infra Play #109: It’s time to talk about Cloudflare
The last hope of the open web is an opinionated cybersecurity vendor in the midst of a GTM rebuild.
The Infra Play #108: Situational Awareness revisited
What does “directionally correct” mean in AI?
The Infra Play #107: Vercel
What’s going on with one of the most important players in the front-end of cloud infrastructure software?
The Infra Play #106: The end of GitHub
What’s next for the most popular code collaboration platform?
The Infra Play #103: The AI Action Plan
The future of America is directly tied to betting big on AI.
The Infra Play #102: Understanding e/acc
What does acceleration vs deceleration mean in the context of AI?
The Infra Play #101: The state of cloud infrastructure software in 2025 (part 2)
State of cybersecurity, data platforms and DevOps in 2025.
The Infra Play #96: How AI fits the big picture of computing
It’s easy to forget the foundation that AI and Cloud adoption is built on.
The Infra Play #95: The golden age of silicon
The numbers don’t lie, the rush for silicon is real and very much in high demand.
The Infra Play #93: AI Agents 2.0
The path to ASI starts with a new way of deploying and teaching AI Agents.