Shreya Murthy

Co-founder and CEO of Partiful, a New York-based social events platform for creating invitations, managing RSVPs, and helping people gather in person. She previously worked at Palantir and ASAPP, and has led Partiful through rapid growth, product expansion, and the launch of in-app ticketing.

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