Wing's Chris Zeoli on AI Infrastructure Opportunities

Wing Capital's Chris Zeoli discusses AI infrastructure trends, foundation models, data center challenges, cloud security, and Wing's strategic investments. For full show notes, visit: https://highlightai.com/share/6e5d997...

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LINKS:

Wing Venture Capital: https://www.wing.vc/
Subscribe to Chris’ newsletter: https://substack.com/@chriszeoli

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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