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India DevInfra Report 2025
AI Featured

India DevInfra Report 2025 - "AI eats Software"

by Grayscale Ventures Are software infrastructure ("DevInfra") companies starting to re-grow or do they still focus on profitability and revenue efficiency? How are the public market valuations changing for these companies? How are investors - both public and private - thinking about Infra? Is India the next in line to
Mar 17, 2025 3 min read
What Google I/O tells us about BigTech's strategy with AI
AI

What Google I/O tells us about BigTech's strategy with AI

In continuation with my previous post about AI in BigTech vs Startups... By now you're probably been inundated with several memes of Sundar Pichai, stuck in a time-loop droning “AI”. It reminded me of a talk I attended as a MSFT dev with a sweaty Ballmer jumping up and down
May 15, 2023 3 min read
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