This episode of The David Daily focuses on infrastructure investing, venture capital shifts, and long-term AI allocation strategy.

I’m joined by Anthony Georgiades to talk through how investors are thinking about early-stage infrastructure across AI, digital assets, and deep tech. In markets where volatility is part of the equation, portfolio construction and risk management matter more than ever.

We discuss how early-stage infrastructure risk differs from traditional venture investing, and why capital discipline is becoming a defining advantage. Anthony shares perspective on what has changed in venture fundraising over the past few cycles, how limited partner (LP) expectations have tightened, and how fund managers are adjusting their strategy in response to today’s capital markets.

We also examine where AI infrastructure and digital asset infrastructure fit within long-term capital allocation models. With rapid growth in artificial intelligence and blockchain-based systems, investors are being forced to distinguish durable infrastructure opportunities from short-term momentum.

This conversation is built for venture capital professionals, institutional investors, emerging fund managers, and founders who want a clearer view of risk, fundraising strategy, and capital allocation in AI and digital infrastructure markets.

Topics:

1. Early-Stage Infrastructure Risk & Portfolio Strategy

2. How Venture Fundraising Has Shifted

3. AI & Digital Assets in Long-Term Allocation

Tune in for insight, perspective, and thoughtful conversation.

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