My Take on AI Investment Trends

I'm seeing specific investment trends in AI this year. Infrastructure and agent frameworks are hot.

Why? Because the application layer needs foundation. You can't build apps on shaky infrastructure.

I'm backing companies working on:

These are the building blocks. The applications layer comes later.

I've seen too many startups fail because they built on weak infrastructure. The foundation didn't scale.

If you're investing in AI, look at the infrastructure layer first. Then evaluate applications.

I've been doing this analysis for months. The pattern is clear. Infrastructure comes first. Applications follow.

See my investment thesis: harshith.vc

Invest in foundations before applications.