The Hidden AI Layer Nobody's Talking About

from Equity Empire Podcast Hosted by Colin Tedards

Everyone on Wall Street is bearish on software. They think AI lets you vibe code your own CRM. Here's what they're missing: more software being built means MORE infrastructure demand—databases, observability, security, APIs. I break down the infrastructure layer thesis, explain where it sits in the AI stack, and share why I think this is the most underpriced opportunity in 2026. Send me your topics and suggestions: [email protected]

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The Hidden AI Layer Nobody's Talking About

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This episode is 35 minutes long.

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This episode was published on January 25, 2026.

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