Generative Now | AI Builders on Creating the Future Bucky Moore: The Next Decade of AI Infrastructure
Jun 26, 2025
Bucky Moore, a Partner at Lightspeed and former Cisco executive, delves into the rapidly evolving AI infrastructure landscape. He discusses the shift from hardware to AI-native architectures and the surge of open-source models. Bucky highlights the critical role of AI agents and reinforcement learning in shaping the future. He shares insights on how his experiences at Cisco informed his investment strategies and warns investors to embrace the new to capitalize on emerging trillion-dollar opportunities.
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Bucky Moore's Cisco Start
- Bucky Moore started his career at Cisco in corporate development, learning from the ground up about infrastructure.
- This bottom-up experience shaped his view of enterprise software and infrastructure investing.
Cisco’s Missed Opportunity
- Bucky worked on Cisco's attempt to acquire Nicira Networks, which was later bought by VMware and became a transformational product.
- The deal showcased corporate resistance to change and the power of founders' vision.
Infrastructure Follows Tech Cycles
- Infrastructure evolves with technology cycles, each unlocking new workloads needing new infrastructure.
- AI represents the latest paradigm shift, requiring new infrastructure to support emerging workloads.