Banister: Long Journey backed Crusoe and Together AI for infrastructure
Cyan Banister · Investing in the Future and the Importance of Science Fiction · Mar 24, 2025 · at 6:21
Cyan Banister of Long Journey Ventures explains the firm's portfolio strategy of backing infrastructure to power AI rather than chasing hyped application-layer deals.
0:00 / 0:20exact quote · 20.1s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“And that's, we want to get ahead of it and do the picks and shovels of whatever that is. So we did that with Crusoe. We did that with Together AI. We're doing it with we have a stealth company that's, you know, in the chip space. And so we're doing things that will power AI, but staying away from kind of the, this Cambrian explosion of people investing in things at high valuations”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Cyan Banister
Banister: Human ingenuity and handmade goods will become increasingly valuable with AI
“The artisan is always going to be able to create that desk that you're at, you know a piece of art, a piece of music that's original from the human mind is always going to stand out as being different. And so I think that human innovation and human ingenuity a…”
Banister backed Diamond Foundry for compute wafers, not just jewelry
“So I invested in diamond foundry early and the thesis behind that was when everybody thought that they were just going to make fancy diamonds that we wear for wedding rings. I thought, what is the secret here? The secret is that we're actually going to need co…”
Banister: Encountering an extraterrestrial force will unify humanity
“When earth is going to encounter an outside force is going to be one of the most unifying forces for our entire planet.”