Infra Investing | Astasia Myers, GP at Felicis
Description
Astasia Myers is a GP at Felicis, an iconic VC firm with investments in companies like Shopify, Canva, Adyen, Notion, Mercor, Plaid, Supabase, Flexport, and more.
Astasia's favorite books: God's Bankers (Author: Gerald Posner)
(00:01 ) Introduction
(00:26 ) Astasia’s Infra Thesis
(03:59 ) Golden Age of Infra & Innovators Network
(06:22 ) RL Environments & AI Agents
(08:57 ) Disruption Opportunities: Data & Observability
(11:31 ) Where to Find Infra Founders
(16:31 ) Early Signals & Thesis-Driven Investing
(18:01 ) Picking & Decision-Making Process
(20:11 ) Red Flags in Infra Investing
(22:20 ) References & Diligence
(24:35 ) Proof of Usage & Production Signals
(26:24 ) Building Edge as an Investor
(28:01 ) How Felicis Helps Founders Post-Investment
(30:05 ) Consensus vs. Contrarian Views in Infra
(32:09 ) Tourist Traps in Infra Investing
(34:43 ) GTM & Sales Motion in Infra
(37:25 ) Pricing Strategies for Infra Startups
(40:09 ) Ecosystem vs. Core Product Focus
(42:15 ) Lessons from Outlier vs. Good Companies
(44:30 ) Infra Wedges to Fund Today
(45:23 ) Commoditized but Promising Categories
(47:06 ) Exciting AI Advancements
(48:21 ) Rapid Fire Round
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Where to find Astasia Myers:
LinkedIn: https://www.linkedin.com/in/astasiamyers/
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Where to find Prateek Joshi:
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi
Research column: https://infrastartups.com
United States
