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The Infrastructure Gap Is Closing. What Do We Build Next? A few weeks ago, we published a piece arguing that AI is doing something structural — not just making existing systems more efficient, but changing who gets served in the first place. Over 60% of our list opened it. The responses that came back weren't the usual "great post" replies. People forwarded it to colleagues. Founders recognized their own companies in it. Investors pushed back and wanted to keep talking. That conversation is...
Hi Reader, We've been thinking a lot about how AI is changing what founders can build—and who they can build it for. One exciting trend we've noticed within the companies in our portfolio, is that AI is letting them stay lean, lower overhead, and reach communities that legacy systems previously left behind. We put together our thoughts into the essay below: AI as Infrastructure. AI is making it possible to serve customers that legacy systems couldn't afford to reach before. That's not an...
Hi Reader, Greetings from Birmingham, Alabama! The Alabama Capital Network brought together an awesome group of founders and investors over the last few days, but the best part of my trip was a strategy session with the founders our amazing portfolio company, Croux. Croux is an on-demand hospitality staffing platform that uses AI to connect local talent with businesses needing staff. Our strategy session got me thinking about something I’ve been noticing across our portfolio: there’s a...