AI Opportunities
Annelies GambleA series about where I see opportunities for AI startups. These are sectors where I’ve spent time, want to spend more time, or have a personal connection.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Subscribers | Read | anneliesgamble.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Two Positions That Create a Durable Moat
Over the past few weeks, there has been a lot written around vertical AI defensibility. A bunch of great posts, such as this one, this one, and this one, have circled the same core idea from different angles: scar tissue from operating insi...
Rebuilding the Middle of American Manufacturing
American manufacturing is getting a lot of attention right now, but most of the conversation is happening at the tip of the pyramid: chips, EVs, aerospace. You don’t get any of those without the unglamorous base: the tooling, subassemblies,...
The Insurance Stack is Compressing
Historically, insurance has been somewhat of a relay race. Retail brokers hand off to wholesale brokers, to MGAs, to carriers, to reinsurers, to retro markets, and eventually to asset managers, who are the ultimate destination for risk capi...
The Limits of RL and Digital Twins in Manufacturing – and What Actually Works
In theory, the promise of AI-native factories is incredible and, in some ways, feels obvious. If a factory were end-to-end observable and automated, you could treat it like a controllable system rather than a bunch of disconnected machines ...
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