Fifty-five U.S. AI startups raised over $100M in 2025, and this isn’t a bubble. In this episode, I break down why the money is moving away from models and hype and into infrastructure, agents, and systems that actually run work at scale. This isn’t SaaS capital, it’s labor capital, betting on AI replacing payroll, not boosting productivity. The checks aren’t about helpful tools, they’re about work getting done without asking permission. Get my weekly breakdown of AI, GTM, and Cloud Employees:

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