I’ve noticed more top founders moving deeper into AI infrastructure, and I think there’s a simple reason why The obvious opportunity in AI is to build applications. But applications are getting easier to create, features are being copied quickly, and models themselves are becoming more accessible. That shifts the question from “what AI app should I build?” to “what will every AI company eventually need?” Things like compute, data, payments, security, memory, agent infrastructure, and tools that help AI systems actually interact with the real world We’ve seen this before. During the internet boom, the flashy consumer products got most of the attention, but a lot of durable value ended up in the infrastructure underneath them AI could follow a similar path There may be thousands of AI apps over the next few years, but only a small number of infrastructure companies powering all of them That is the part I think more founders are starting to recognize