Nandu Anilal

Explores how AI is lowering the barrier to 'create' digital products and how AI agents can help 'maintain' complex systems by proactively detecting issues, recommending fixes, and optimizing performance. Discusses how AI can redefine user personas for tools and disrupt traditional service and observability models.

Analyzes the impact of AI scaling laws on the AI infrastructure ecosystem, arguing that disproportionate value currently accrues to Nvidia and OpenAI. Predicts a shift in focus from scaling to optimizing as limits are hit, opening opportunities for new infrastructure tooling and smaller models.

Differentiates AI copilots from AI agents, positing that while copilots augment human workflows and support incumbent businesses, AI agents perform tasks autonomously and have the potential to disrupt existing software business models by shifting pricing models from user-based to output-based.

Outlines key themes in data infrastructure investing, including the rise of the data company, changes in distribution (open source and ecosystem partnerships), and the convergence of data warehouses and data lakes into 'LakeHouses.' Identifies data transport, data engineering automation, and fixing data swamps as key investment areas.

Nandu Anilal's personal Substack publication where he occasionally posts insights and analysis on technology and startups, with a particular focus on AI-related topics.