Infra Investing | Astasia Myers, GP at Felicis

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 -------- Where to find Astasia Myers:  LinkedIn: https://www.linkedin.com/in/astasiamyers/ -------- 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