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Feed · David Talpalar, GP @ Shirlawn Capital

David Talpalar

Analysis of venture capital, AI infrastructure, supply chains, and macroeconomic trends affecting startups and enterprise technology adoption. This page collects 43 posts published between October 2025 and October 2026. Recent coverage focuses on AI (Horizontal), Venture Capital & Startups and AI Infrastructure. David Talpalar publishes roughly 2 posts a month; the best of them appear in the SandHill weekly digest.

43 posts indexed2 in the last 30 daysAI (Horizontal) · Venture Capital & Startups · AI Infrastructure · Enterprise SoftwareVisit site ↗

Thursday, 8 October 2026

1 piece
Every Company Must Be in Build Mode. Always.↗
Venture Capital & Startups · AI (Horizontal)

Thursday, 24 September 2026

1 piece
Interest Rates Actually Matter in Venture, Too↗
Venture Capital & Startups · AI Infrastructure · AI (Horizontal)

Thursday, 10 September 2026

1 piece
Welcome to the AI Personal Assistant Era↗
AI (Horizontal) · Enterprise Software

Thursday, 27 August 2026

1 piece
The Power of the AI Harness: Long Live the Application Layer↗
AI (Horizontal)

Thursday, 13 August 2026

1 piece
The Big Data Center Debate↗
AI (Horizontal) · Energy & Climate

Thursday, 30 July 2026

1 piece
Supply Chain Whiplash

Thursday, 16 July 2026

1 piece
Closed vs. Open-Source: The Ongoing Model Market Share Battle

Thursday, 2 July 2026

1 piece
Assessing Ramp's Study on AI Adoption vs. Workforce Growth

Thursday, 18 June 2026

1 piece
The Rise of the Vertically Integrated, AI-Native Company

Thursday, 4 June 2026

1 piece
The Critical Role of the Electrician in Today's Economy

Thursday, 28 May 2026

1 piece
A New Era for SMB Tech

Thursday, 21 May 2026

1 piece
USMCA and the State of North American Supply Chains

Thursday, 14 May 2026

1 piece
The Case for Investing in Lending AI Tools

Thursday, 7 May 2026

1 piece
Housing is a Supply Problem. How can Tech Help?

Thursday, 30 April 2026

1 piece
We Need More Found-Money Platforms

Thursday, 23 April 2026

1 piece
The Games We Play: Venture as Two Separate Asset Classes

Thursday, 16 April 2026

1 piece
Compute in the Age of AI

Thursday, 9 April 2026

1 piece
Systems of Measurement in the Token Economy

Thursday, 2 April 2026

1 piece
Brick-and-Mortar Retail: The Next Bastion for Technology

Thursday, 26 March 2026

1 piece
The Rise of Business-in-a-Box

Thursday, 19 March 2026

1 piece
Training AI Where Data Doesn’t Exist

Thursday, 12 March 2026

1 piece
Healthcare’s $350 Billion Administrative Tax

Thursday, 5 March 2026

1 piece
The Next Era of “Embedded”

Thursday, 26 February 2026

1 piece
The Molecule Machine: How AI Is Rewriting the Economics of Drug Discovery

Thursday, 19 February 2026

1 piece
Thinking Big vs. Thinking Small

Thursday, 12 February 2026

1 piece
Various Musings

Thursday, 5 February 2026

1 piece
AI's Impact on Manufacturing Variance

Thursday, 29 January 2026

1 piece
As Growth VCs Fight for Top of Market Access, Where do Early-Stage Companies Fit In?

Thursday, 22 January 2026

1 piece
The New Implementation Economy

Thursday, 15 January 2026

1 piece
A Year of Global Trade in Review

Thursday, 8 January 2026

1 piece
AI and the Next Generation of Systems of Record

Tuesday, 23 December 2025

1 piece
The Infrastructure-Distribution-Data-Flywheel

Thursday, 18 December 2025

1 piece
The Societal Shifts Driving Increased Investment into Longevity

Thursday, 11 December 2025

1 piece
The Software Investment Required to Facilitate Energy Efficiency

Thursday, 4 December 2025

1 piece
The Powerful, Behind-the-Scenes Impact of AI in Financial Services

Wednesday, 26 November 2025

1 piece
The Agricultural Backbone that Powers Thanksgiving

Thursday, 20 November 2025

1 piece
America's New "Physical Software" Layer

Thursday, 13 November 2025

1 piece
Agentic Browser Automation: The Next AI Core Competency

Thursday, 6 November 2025

1 piece
Aging In Place: The New Norm

Thursday, 30 October 2025

1 piece
Energy Independence: America’s Next Great Infrastructure Build
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