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#126- Gold vs Bitcoin
The market’s longest experiment in trust
Oct 13
•
Siddharth Shah
2
#125- AI infra: Trend or Macro?
AI infra is the new oil capex- lumpy, systemic, and capable of swinging the cycle
Oct 3
•
Siddharth Shah
2
1
July 2025
#124- EduFund raises $6mn Series A
From 20k to 250k families served: EduFund’s 10x journey in outrunning education inflation
Jul 21
•
Siddharth Shah
#123- AWS just quietly rewrote the vector database market
and in a moment vector DBs just became a feature
Jul 16
•
Siddharth Shah
6
1
#122- Indian pre seed lacks conviction..
..and this opens a whitespace to co-build tomorrow's companies
Jul 15
•
Siddharth Shah
2
#121- It’s not the model, it’s the memory
As LLM performance converges, the next $1b opportunity will be in memory. This post explains why persistent, policy bound memory will be the missing…
Jul 9
•
Siddharth Shah
2
June 2025
#120- The AI trust crisis is already here
And no one’s talking about the layer that will make or break enterprise deployments
Jun 28
•
Siddharth Shah
5
#119- Where I’d invest in AI infra today
If I had $5mn and a clean slate
Jun 20
•
Siddharth Shah
2
#118- The AI meets DB wave is here
What I predicted is already playing out
Jun 6
•
Siddharth Shah
1
#117- AI infra is a margin trap, unless you pass this checklist
A practical 5-point checklist to evaluate AI infra startups. Use it to filter out weak wrappers, margin traps, and infra that won’t scale
Jun 5
•
Siddharth Shah
#116- Automated Model Deployment & Monitoring
The AI ModelOps Trifecta - Part III
Jun 1
•
Siddharth Shah
1
April 2025
#115- Automated Data Backup & Recovery
The AI ModelOps Trifecta - Part II
Apr 18
•
Siddharth Shah
2
2
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