# AI, Infra vs Apps & Spotting Red Herrings with Akash Bajwa, Principal @ Earlybird

Page: https://stenobird.com/podcast/riding-unicorns-venture-capital-entrepreneurship-technology-3057693/ai-infra-vs-apps-spotting-red-herrings-with-akash-bajwa-principal-earlybird
Text version: https://stenobird.com/podcast/riding-unicorns-venture-capital-entrepreneurship-technology-3057693/ai-infra-vs-apps-spotting-red-herrings-with-akash-bajwa-principal-earlybird.md
Podcast: [Riding Unicorns: Venture Capital | Entrepreneurship | Technology](https://stenobird.com/podcast/riding-unicorns-venture-capital-entrepreneurship-technology-3057693)
Published: 2025-10-08T06:00:00+00:00
Episode link: https://www.buzzsprout.com/1620178/episodes/17944337-ai-infra-vs-apps-spotting-red-herrings-with-akash-bajwa-principal-earlybird.mp3
Audio file: https://www.buzzsprout.com/1620178/episodes/17944337-ai-infra-vs-apps-spotting-red-herrings-with-akash-bajwa-principal-earlybird.mp3
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Duration seconds: 2811

## Resource

Akash Bajwa, Principal at Earlybird VC, one of Europe’s longest-standing early-stage funds. Akash shares his journey into venture and how he helped launch Earlybird’s London office, now a core hub for the firm. We dive into the state of AI investing, how to distinguish enduring companies from short-term hype, and what traits define the next wave of outlier founders. With experience backing companies like Briefcase (AI for accountants) and Spatial (3D generative AI), Akash offers a deep and pr...

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