The AI Revolution: Opportunities for New Ventures Amidst Established Giants

In this episode of The Infra Pod, Tim and Ian are joined by guest Elliot Durbin, General Partner at Bold Start Ventures. They dive deep into the world of inception-stage investing, the evolution of venture capital, and shed light on the complexities of backing infrastructure companies. 00:00 Introduction 00:14 Guest Introduction 00:53 Investing Across Technological Waves 02:02 What to Look for in Founders 29:58 Premature Scaling and Failure Modes 37:54 Future of AI and Venture Capital 45:50 Closing Remarks