Infra Startups

Advanced Packaging: The Toll Booth Between GPUs and Memory

The more valuable the chip, the more valuable the package around it becomes.

Jun 13 • Prateek Joshi

Memory Is Not One Trade

What are the chokepoints along the memory supply chain?

Jun 10 • Prateek Joshi

The AI Bottleneck Stack

The next phase of AI will be shaped by physical and technical bottlenecks

Jun 9 • Prateek Joshi

Buy Scarcity, Not AI Exposure

AI demand concentrates into bottlenecks instead of flowing evenly across the supply chain

Jun 6 • Prateek Joshi

May 2026

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