Fanelli: AI infrastructure is lagging application demand for the first time
Alessio Fanelli · Why Every Agent needs Open Source Cloud Sandboxes · Apr 24, 2025 · at 14:33
Host Alessio Fanelli reflects on venture investing dogmas and how model capabilities are evolving faster than supporting sandbox infrastructure.
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“I think there's this usual, like, VCEO, we should invest in, like, the tools, you know, the picks and shovels instead of the application layer. But I think it's, this is, like, the first time where, like, the infrastructure is lagging the applications.”
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