FUNDA provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 453 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Deep|LLM: Jev Users Report 10× Faster and 54.5× Cheaper Than the Models They Replaced; Only 3.7% in Production
Jev looks cool, but save the FUD on headwind on AI compute demand
Jev is a “decision model” from TypeSafe AI, released September 15, 2026 and opened to all users on September 20. It does not generate text. It answers questions with a fixed...
Deep|LLM: Tiered Model Pricing Is Broadening AI Adoption; Limited Impact by Jev
AI adoption should broaden as tiered model pricing lowers the cost of automating everyday tasks while frontier models retain premium pricing
On September 22, Anthropic launched Claude Opus 5.5 at $4 per million input tokens and $20 per mil...
Preview|MU FY26Q4: Focusing on Earnings Sustainability; A Higher, Longer Plateau
Another beneficiary of emergence of Muse and other consumer agents
Over the past three months, many market participants have been concerned that memory prices would drop rapidly after peaking, following the path seen in past consumer elect...
Research|INTC: Muse Drives CPU Demand and Price Hikes Expand Upside; Foundry Execution on Track
Raising estimates on the clear personal agent beneficiary
Based on the case study library from our recently published META report, Meta Muse handles a substantial volume of high-frequency tasks, such as cross-platform price comparisons (e....
Deep|META: Could Muse be the Inflection Point Market Looking for?
Insights from 654 Muse Use Cases and Our Advertising Agency Interview
We’ve been discussing Muse’s potential to reshape Meta’s business with our institutional clients for the past two weeks, especially during our weekly calls. We thought i...
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