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.
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