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 why we're hosting a virtual workshop on April 21st at 12:30 PST to go deeper.

The argument, briefly: many services have always had an economic floor. Serving a patient costs $50 and you can only charge $30, so you don't serve them. A thin credit file gets auto-rejected before a human ever sees it. A rural clinic can't afford another hire to handle patient calls.

AI has collapsed the floor significantly. A five-person clinic can now offer the same continuous patient monitoring as a large health system. A community bank can evaluate credit as sophisticatedly as a national lender. A small staffing company can match talent as efficiently as agencies with hundreds of employees.

This isn't efficiency. It's a restructuring of who gets served and who can compete. Infrastructure doesn't just make existing things cheaper — it makes new things possible. Electricity didn't just lower the cost of lighting. It reorganized the economy around the assumption that power is always available. We think AI does something similar for essential services in health, wealth, and climate.

On April 21st, Shruti and I will walk through the argument we built — and open it up. We're not coming with a finished answer. We're coming with a thesis we believe in and a set of questions we haven't been able to stop thinking about.

The essay opened some doors we didn't fully walk through: what happens to referral patterns when small practices can compete with health systems on care coordination? What happens to labor mobility when workers without traditional credentials can access formal employment at scale? What happens to local capital formation when community banks can underwrite as well as national lenders?

We don't have complete answers. And we think the best ones will come from the room — from people who are living inside these markets, building in them, or betting on them.

If you read the original piece and want to go further, come. If you're sitting on a perspective we haven't considered, we want to hear it. The conversation we're hoping to have is one where everyone leaves with something they didn't walk in with.

If this sounds interesting to you, RSVP below. We'd love to have you join us for this generative conversation.

We hope to see you on April 21st @ 12:30pm PST!