AI Infrastructure: Service First, Software Then
ai · x · 2026-07-14
The author argues VCs have disliked services for 20 years, but in AI infrastructure, service may be the entry point, software the amplifier.
He summarizes Neyon's path: enter with service, then compound growth via software. The post mentions Tamanna Sait co-founding with Jungho Ahn and Brian Wolfe, continuing their collaboration from Airbnb and Crusoe.
Related event: AI Infra Heads to $1T as Services Lead(2 posts)→
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