Discussing AI Infrastructure with Erik Torenberg on Turpentine
Covering trends in foundation models, data infrastructure, security and data center
I've always immensely admired Erik Torenberg so was thrilled to join him on Turpentine. We discuss AI infrastructure, foundation models, cloud security and our investment theses. Listen on any of Spotify, YouTube, or Apple Music:
Spotify:
Apple:
Youtube:
TIMESTAMPS:
(00:00) Introduction and Wing Capital's investment focus
(01:00) AI investment framework and prepared mind approach
(03:30) RAG architecture and AI infrastructure stack
(05:00) Computing cycles and generation vs. retrieval
(07:10) Model provider landscape and competition
(09:40) Meta's $20B AI investment strategy
(14:00) NVIDIA's dominance and competitive dynamics
(17:50) Infrastructure opportunities and data center evolution
(21:30) Semiconductor industry landscape
(25:40) Snowflake and Databricks acquisitions
(31:20) Cloud security and Google's potential Wiz acquisition
(35:10) Microsoft's security platform strategy
(40:30) Future of enterprise AI and security
(46:50) Closing thoughts and wrap-up