In the most recent edition of Ad Interim, Inner Loop Capital's newsletter on AI, we break down our investment thesis (AI for Infra, and Infra for AI), recent investments, our take on the AI platform shift, and AI industry updates.
🔍 What is it that we do, again? AI for Infra and Infra for AI. This pithy phrase encapsulates our focus on companies using AI to enhance infrastructure software and those building the infrastructure to support AI’s exponential growth.
💡 AI for Infra: AI is transforming the $660B Infrastructure Software market, and we believe it’s just the beginning. We're investing in startups that are using AI to revolutionize cybersecurity, cloud tech, and data science. This market is fertile ground for innovation and significant shifts in market share.
🔧 Infra for AI: The tech industry, a $10T global behemoth, is undergoing its most significant platform shift since the rise of cloud and mobile. We’re betting on the infrastructure software that will support this AI revolution. The innovation at the infra layer is where we see the next big opportunities.
💼 Recent Investments in Infra for AI: We’re thrilled to introduce two new additions to our portfolio!
MLtwist: Transforming AI data preparation with a flexible, customer-controlled approach.
Cerbrec: Accelerating model customization and tuning with an intuitive drag-and-drop UI.
🌎 If Not Now, When? If Not Us, Who? AI is an inevitable revolution. We believe in being part of this history-making shift. As we continue to explore and invest in the infrastructure layer for AI, we’re looking for founders who share our vision and want to build the future with us.
📚 AI Industry Updates and What We’re Reading: We’re keeping a close eye on the AI Cloud, AI’s impact on software, and how these trends will shape the future. Dive into insights from Bessemer Venture Partners, Glasswing Ventures, and Precursor Ventures to see what’s driving the next wave of innovation.
To catch future editions of our newsletter, subscribe at the link in the comments.
#AI #VentureCapital #AIforInfra #InfraforAI