AI is the Fastest Tech Shift Ever, Value Moving to Apps, Says Investor
mattturck · x · 2026-08-06
In a recent interview, investor Amish Jani shared his core takes on the AI landscape:
- Unprecedented Shift: This is the fastest and largest tech shift he has ever seen, and old playbooks no longer map cleanly.
- Infra vs Apps: The infrastructure buildout is real and debt-fueled, but value is shifting from infrastructure to applications.
- Software is Alive: Software is far from dead despite the AI revolution.
- Key Investment Areas: Focus areas include vertical AI, agent security, AI infra tooling, consumer agents, and stablecoin/blockchain adoption.
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