Infra Play on Redpoint's 2026 market update: AI buildout still accelerating, bubble talk fades
thedealdirector · x · 2026-09-25
Paid newsletter Infra Play #138 digests Redpoint Ventures' early-2026 market update, arguing US AI hardware/software investment is trending toward the biggest buildout ever:
- Demand driven by hyperscalers, with investment levels still rising beyond what seemed possible months ago
- "AI bubble" talk has receded: leading companies show durable high growth while supply remains constrained
- Key shift: "AI coding is both the present and future of developers" is now consensus, making technical knowledge more valuable
- Also draws amusing parallels between SaaS and newspapers
The poster quips that recruiters spend years reaching that level of hiring insight.
More from Venture
- Tessara predicts Micron Q3 revenue of $56.2B, beating the highest of 22 analyst estimates — tengyanAI · 2026-09-25
- marclou's 10-year wishlist written in 2022 mostly came true in three years — marclou · 2026-09-25
- Indie dev marclou: from dreaming of 10K followers to 400K in three years — marclou · 2026-09-25
- Insight Partners maps the primary care startup landscape — HealthcareAIGuy · 2026-09-25
- Stripe sees record surge in new businesses at 2x last year's rate, and founders brace for a harder distribution fight — victor_explore · 2026-09-25
- Goldman: hyperscaler capex to grow 54% next year to $1.2 trillion — firstadopter · 2026-09-25