Wing VC
Access to cheap capital—through big-tech contracts and investment-grade financing—is becoming the defining moat in AI infrastructure, determining which companies can undercut rivals and survive downturns. CoreWeave and smaller neoclouds face 8–15% borrowing costs versus 7% for those backed by hyperscaler contracts, a gap that translates to $80M+ annual interest spreads on $1B of equipment.
Topics: AI Infrastructure · Venture Capital & Startups
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.