Why Ex-Meta CTO Mike Schroepfer Says It’s A Great Time To Build A Hard Tech Company: ‘Infrastructure Is The Moat’

In this Crunchbase News Q&A, Gigascale Capital founder Mike Schroepfer discusses the coming power crunch, why infrastructure has become a strategic moat, and how breakthroughs in everything from batteries to robotics could reshape the economy over the next decade.
The increasing demands of AI and other advanced technologies are exposing critical infrastructure limitations, making 'hard tech' investments more pressing and viable.
This perspective from a prominent tech investor highlights a foundational shift in venture capital focus towards physical infrastructure as a strategic differentiator for future technological advancement.
Investment capital and focus are increasingly flowing into foundational physical technologies rather than purely software-driven solutions, recognizing infrastructure as a competitive moat.
- · Hard tech startups
- · Semiconductor manufacturers
- · Clean energy infrastructure
- · Robotics companies
- · Software-only startups without infrastructure backing
- · Companies reliant on outdated infrastructure
- · Investors overlooking physical constraints
Increased investment in deep tech and physical infrastructure projects.
Accelerated development of resilient and energy-efficient foundational technologies.
Geopolitical shifts driven by control over critical hard tech infrastructure components.
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