Bucky Moore: The Next Decade of AI Infrastructure

In this episode of Generative Now, Michael Mignano interviews Bucky Moore, a partner at Lightspeed, about his journey into infrastructure investing, particularly in the context of AI. Moore discusses his early experiences at Cisco, where he observed the shift from hardware to software and the importance of embracing new technologies. He shares insights on the evolution of infrastructure with technology cycles, from personal computing to the cloud and now AI, emphasizing the need for constant reinvention. Moore also explores the transition from closed to open-source models, the rise of AI-native primitives, and the significance of simulation environments for reinforcement learning. The conversation touches on the changing landscape of venture capital, highlighting the importance of specialization and the potential for trillion-dollar companies in the AI era, as well as the recent data restrictions imposed by Salesforce on Slack data and its implications for AI application companies.