🎙️ Christopher Craig, AI GTM Startups Lead Nordics & DACH, Google Cloud | Founder & Angel Investor In February, new AI agents wiped about a trillion dollars off software stocks within days; by May, they had rebounded. Christopher Craig, who works with AI startups at Google Cloud and invests in founders on the side, sees both moves up close: software is not dead, he says, but it may lose the users who used to log in. And if a team of five can now build what took fifty, what earns his trust is what is hard to copy: the founders’ conviction, the data they own and the infrastructure underneath (chips, bandwidth, energy). 🎧 Episode overviewChris starts from the builder: we are all “in a way a software engineer now”, a company idea can be built in four or five days, and AI gets a product “eighty, eighty-five percent there” before a person has to understand and orchestrate the rest. For SaaS, that cuts both ways: he expects software to go “headless”, opened up to AI labs, with the risk that vendors turn into database companies nobody visits. Eva brings in Alphabet’s worst day on the stock market, the day before the recording, and Chris reads it as short term, points to AI demand he sees rising, and still names the open question himself: “Do we overshoot that?” The next bottlenecks, in his view, sit underneath: bandwidth in data centers (the reason he invested in the Zurich photonic chip company Lightium, “the plumbing in a data center”) and energy, where he bets the market will outweigh local resistance. What sets people apart, he says, has not changed: founders with conviction “to the point where it’s like insane”, and the habit of choosing carefully what to read. 💡 Key themes Whether software is dying or losing only the screen people log intoWhat a person still adds when AI gets a product most of the wayWhether the AI spending pays off, or the industry overshootsWhy the next bottlenecks are bandwidth and energy, not only chipsWhat still sets builders apart when everyone can build 👤 About the guestChristopher Craig works with AI-native, robotics and deep tech startups at Google Cloud across DACH and the Nordics, and invests in founders through his own angel platform, Blue Trail. He came to Zurich in 2020 after five years in San Francisco, including at Uber, and today he stands on two sides of the AI build-out: selling the compute to startups, and backing the hardware and energy companies that compute depends on. ⏱ Chapters 00:00 After the outage: AI demand and teams that start from AI07:20 Five people doing the work of fifty14:20 SaaSpocalypse, or software going headless?16:50 Alphabet’s worst day, and three model families on one platform22:30 The plumbing underneath: chips, bandwidth, energy28:30 Everyone a builder: what still sets you apart 🔗 Links Christopher Craig on LinkedIn - https://ch.linkedin.com/in/chris-craigEva Simone Lihotzky on LinkedIn - https://www.linkedin.com/in/evalihotzky/raidiant, Eva’s responsible AI advisory - https://www.raidiant.eu/Google Cloud - https://cloud.google.comGoogle for Startups Cloud Program - https://cloud.google.com/startup/aiBlue Trail - https://bluetrailventures.com/Lightium - https://lightium.com/ Novele - https://www.novele.comMicroAGI - https://www.microagi.aiRelated episode - Keeping Quantum Momentum: How Companies Stay Ready for a Computing Wave That Is Yet to Arrive - Christopher Trummer (EP 44) - https://open.spotify.com/episode/6Of8mRJG9KDCceSrODhTD6