Jindal: AI application startups hit $100M revenue far faster than infrastructure companies
Manish Jindal · Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize · Apr 2, 2026 · at 11:40
Manish Jindal, President of Arize and former Cloudflare executive, compares the rapid revenue trajectory of AI application startups against the slower growth profile of infrastructure companies.
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“A lot of the AI application companies are growing way faster than the plumbing companies, like pick like Repplet or pick Lovable or pick, you know, any of these, Companies, they are able to go from, like, ten million to, like, hundred million within, like, a matter of months or quarters, right? Which is not going to happen for plumbing companies, like an infra company, because infra companies usually grow slowly, right?”
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