Why cities need air-gapped inference networks

you're not competitive. Like I think the idea of like, are all these, you know, companies starting their own internal venture sleeves? It's because they're recognizing that building and investing are not necessarily separate disciplines anymore when you're playing the game at the highest level. And I think that the, the outcome of that, that you're going to see is that the people who are best positioned to cut these checks are the people who have the best perspective. not just on, know, let me tell you, I know schools, they came from good schools, but from a much deeper lens of like, I fully understand the industrial space they're building inside of, and that gives me a leg up in underwriting. I think that from Google to, you Amazon, all these players, the reason that they do venture well is that they understand more and more the interrelationship between venture investing on the one hand and building extremely massive industrial players on the other hand.

yeah true but at the same time when you are so close then actually you co-design both pieces like you you do everything in a in a way there's i forgot the name you know that there is there's a law that whatever you design as a system it also reflects on the communication And also communication happens reflecting the product that you had done or reflecting the organization that you designed. How is it like with the simply silicon and agar VC? Like how are they, are they really reflecting the way that you mentally framed it?

Yeah, that's a great question. the thesis behind Simply Silicon, we think we're the first people in the world. I mean, we are the first people in the world to do it. The reason that we were able to narrow in, yeah, air-gapped inference networks for major cities, we're a category. We are that category there. It's gonna be huge. Six months from now, there'll be dozens of other players doing it, but for now, we're it. It took a long time.

Literally.

⁓ of looking at companies and looking at evaluating investments and thinking about what's working, what's not, looking at the NeoCloud space. Auger Energy, I fund one. Our first fund predates the term NeoCloud. We saw the rise of the NeoClouds. We knew this whole time, we're incubating that whole time, okay, we wanna do this infrastructure play. But we don't know exactly what it looks like. When we first started, if we had just, know,

Hmm. Yep.

kicked off our original ideas, we would have just made a NeoCloud. The NeoCloud's like the tier one version of like how to get into this space, I think, as a pure play. You're now seeing, you know, these other layers come out of, okay, well, we're doing edge inference, or we're doing distributed inference, or we're focusing on, you know, hyperscale training data centers and the market segmenting a bit. The thing that we recognized was that you can't try and chase the tail there.