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Mapping The Data Infrastructure Landscape As A Venture Capitalist

Data Engineering Podcast

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The Interplay of Data Infrastructure and VC Trainers

It seems like a lot of the kind of focus and hype has reoriented from the data infrastructure level to these AI and ML focused product categories. From a data infrastructure founder perspective it's both a curse and a blessing I would argue because it's going to be tougher to raise that next round especially if you're an institution where you raise the prior round at a valuation that was way ahead of the reality of the business. At the same time the blessing part I think is that you can now focus truly on the business the product and the customers with the relative comfort of knowing that you're not going to wake up tomorrow morning to three announcements from new companies that were just started and funded in your space

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