Edward Kim

Edward Kim is co-founder and head of technology at Gusto, where he leads technology strategy for the payroll, benefits, and HR platform. He has been a public voice on Gusto’s applied AI work, including Gus and Gusto Co-Founder, AI tools aimed at helping small businesses automate back-office workflows.

Public-Market Capital Is Becoming an AI Infrastructure Advantage

TBPN’s John Coogan and Jordi Hays use Alphabet’s reported $80bn equity raise, Berkshire Hathaway’s investment and a run of founder interviews to argue that AI is pushing capital markets and operating infrastructure back to the center of technology strategy. Their case is that the advantage is moving to companies that can finance enormous compute buildouts, unify fragmented data, own service businesses where AI can be deployed, and build the physical systems — from data centers to space logistics — that make AI useful.

TBPNJun 2, 202630 min read