Modular(@Modular):At ModCon this year, we asked five investors where the next wave of AI infrastructure capital is going: training, inference, or silicon? Five different answers, and one panelist said it's the wrong question to be asking. The discussion also covered whether chipmakers absorbing AI software means the infrastructure is maturing or getting ahead of itself, and what open weight models do to the valuation of a compute-heavy startup. Michelle Gonzalez (@M12vc), Liz Stein (@USITfund), Sam Fort (@dfjgrowth), Quentin Clark (@generalcatalyst) and Dave Munichiello (@GVteam) each closed with what they think founders should build right now. Full recording:

2026.09.16 18:48

At ModCon this year, we asked five investors where the next wave of AI infrastructure capital is going: training, inference, or silicon? Five different answers, and one panelist said it's the wrong question to be asking. The discussion also covered whether chipmakers absorbing AI software means the infrastructure is maturing or getting ahead of itself, and what open weight models do to the valuation of a compute-heavy startup. Michelle Gonzalez (@M12vc), Liz Stein (@USITfund), Sam Fort (@dfjgrowth), Quentin Clark (@generalcatalyst) and Dave Munichiello (@GVteam) each closed with what they think founders should build right now. Full recording:

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