Andrew Drylie

Investing in Ai/Infrastructure

[Andrew Drylie @DrylieAD]

@levie Firmly believe nobody caps spend on things they can measure. The $1,500 ceiling isn’t a verdict on AI’s value it’s an admission Uber can’t see which tokens are working.

[Andrew Drylie @DrylieAD]

@TechCrunch So Europe’s approach is to win by regulating the regulated industries. Regulation² is a bold strategy…

[Andrew Drylie @DrylieAD]

@8090_Factory Keeping in sync is a pain, so agree. But even enforcement from requirements to tested code doesn't stop the context decaying around it as people leave and priorities shift. Context permanency is tough to solve!

[Andrew Drylie @DrylieAD]

@garrytan Agree completely. A layer like GBrain handles retrieval which is critical, the vertical extraction on top of it is equally important. @allstacks does exactly this making the context buried in Jira/GitHub legible to leadership rather than locked in senior engineers' heads.

[Andrew Drylie @DrylieAD]

@levie Spending $500M to build is a flashing red light on token economics. You don’t vertically integrate something that’s cheap and predictable to rent. These internal builds are just a hedge on token economics they can’t forecast.

[Andrew Drylie @DrylieAD]

@brookeleblanc @nico_laqua A rocketship 🚀

[Andrew Drylie @DrylieAD]

@theinformation Microsoft isn’t building its own models because frontier AI doesn’t work it’s doing it because paying frontier token rates for everything has stopped making sense.

[Andrew Drylie @DrylieAD]

The fix sits between spend and value (output, context, routing). Companies like @8090_Factory @allstacks @OpenRouter are building for this. Full piece: https://t.co/vTb5FwDtty

[Andrew Drylie @DrylieAD]

Salesforce was wrong by 10x on its AI token budget this year. Uber blew theirs in four months. A lot of discussion regarding whether AI delivers ROI. The biggest risk to AI adoption is that a staggering amount of money is being wasted on tokens.

[Andrew Drylie @DrylieAD]

@brookeleblanc @nico_laqua A rocketship 🚀

[Andrew Drylie @DrylieAD]

@TechCrunch A lot of hype in certain segments of this market but hard not to think that this has created a category leader

[Andrew Drylie @DrylieAD]

@theinformation Category re-rating happening in real time as Inference priced as platform infrastructure, not a commodity. Modal and Together AI also in this race. Struggle to see all 3 winning.

[Andrew Drylie @DrylieAD]

@FT Amazon spent $170m in R&D trying to build a phone once.

[Andrew Drylie @DrylieAD]

For me this is the biggest unspoken risk in the market generally right now. The token wastage is staggering and will cause enterprises to stop projects due to lack of ROI. Not an ROI problem but misallocation of resources. Companies that sit between spend and value are critical for this cycle- @8090_Factory @OpenRouter etc

[Andrew Drylie @DrylieAD]

Congrats to the Corgi team- insane growth. Stoked to be part of the journey 🚀

[nico laqua @nico_laqua]

We raised another $106M at a $2.6B valuation since announcing our last round three weeks ago.

Corgi has grown exponentially in the past couple of months, but we're only just getting started transforming one of the largest sectors in the US economy: insurance.

[Andrew Drylie @DrylieAD]

@alexatallah Congrats on the round! Also think there’s a TAM explosion coming from companies adopting AI workflows that don’t need frontier models, they can hit similar outcomes on far cheaper ones, and routing is what makes that switch simple.

[Andrew Drylie @DrylieAD]

@nico_laqua A pleasure to be part of the journey from all at Quadri! Truly excited for what’s to come 🚀

[QUB AFC @qubafc]

⏳Applications for our Elite Athlete Programme closing soon!
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➡️Apply here https://t.co/vr8lQqsVdB

[BBC SPORT NI @BBCSPORTNI]

⚽️ @qubafc players walking into training on Tuesday night like.....

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[University of Nottingham Sport @UoNSport]

#BUCSBigWednesday | 👏 Congratulations to @UoNFC, @uonnetballclub, @UoNTT, @UniNottsBC and @UoNWaterpolo on securing their spot in the finals at BBW.

Who will be next?
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📍Uni of Nottingham
🗓️27 March

💚💛 #GreenandGold #UoNSport