Infra Startups

Mapping The Critical Token Path

Separating defensible structural moats from easily bypassed tooling

May 6 • Prateek Joshi

April 2026

Agents Need Worlds: Building Verifiable Environments From Scratch

A local-first experiment in turning agent actions, failures, and recoveries into replayable training signal

Apr 29 • Prateek Joshi

Four Open Source Tools I Built to Dissect AI Infra

Diving into the machinery of foundation models and AI infra

Apr 23 • Prateek Joshi

1

March 2026

Programmable Reasoning: My Experiments With Qwen

Tinkering with the open source Qwen model and peeking inside

Mar 27 • Prateek Joshi

January 2026

Sector Deep Dive #9: VERIFIABLE REASONING

Infra for formal verification, proof carrying systems, mathematical guarantees, and more.

Jan 10 • Prateek Joshi

3

December 2025

Sector Deep Dive #8: POST-TRAINING INFRA

Companies that are building infra products for all the post-training needs

Dec 28, 2025 • Prateek Joshi

1

Sector Deep Dive #7: AI MATHEMATICIAN

Companies that are building AI products for mathematical reasoning

Dec 9, 2025 • Prateek Joshi

November 2025

Sector Deep Dive #6: AGENT RUNTIME

Companies that build environments that let AI agents actually do work

Nov 10, 2025 • Prateek Joshi

2

October 2025

Sector Deep Dive #5: SEARCH API PRODUCTS

Companies that build and sell search API products to developers

Oct 10, 2025 • Prateek Joshi

1

1

RLenvironment.com - Tracking live signals from RL Repos

Built an agent + website to track 49 RL repos on Github and extract signals from them

Oct 6, 2025 • Prateek Joshi

September 2025

Sector Deep Dive #4: OPEN SOURCE INFRA

Built an agent to analyze 236 open source infra repos. Graphs, charts, and trends.

Sep 24, 2025 • Prateek Joshi

Sector Deep Dive #3: INFERENCE CLOUD PLATFORMS

Companies to build, enable, and sell inference platforms for AI applications

Sep 17, 2025 • Prateek Joshi