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From Dirt to Tokens: How AI is Collapsing the Walls Between Apps and Infrastructure

calendar_today July 9, 2026 person Ritu Sharma domain battery-ventures

As long-time technology investors, we’ve seen the lines between applications and infrastructure blur faster than at any point since the cloud era. Battery General Partner Dharmesh Thakker recently traced this shift in his LinkedIn post. The upshot: The cloud-computing era was venture investors’ golden age, and the winning bet was the “fat middle”–think databases, observability… Continue reading From Dirt to Tokens: How AI is Collapsing the Walls Between Apps and Infrastructure The post From Dirt to Tokens: How AI is Collapsing the Walls Between Apps and Infrastructure appeared first on Battery

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