FundaAI provides AI Invest OS, including AI Agents, equity research reports, and research data. Twitter@FundaAI
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 389 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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fundaai.substack.comLatest Issues
Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory
Pre-market this morning, news reported that Meta is considering commercializing its surplus AI compute externally, potentially building it into a NeoCloud-style business.
Pre-market this morning, news reported that Meta is considering comm...
Research|Korea's AI Investment Plan: Short-to-Medium Term Supply Tightness Cannot be Alleviated
The South Korean government, along with Samsung and SK Group, co-announced an all-time high domestic industry investment commitment totaling 4,800 trillion KRW (USD 3.1 trillion) on the same day.
The South Korean government, along with Sam...
Weekly|GLM 5.2, Memory Crowding Out Others, LLM Deep Dive, MU Super-Cycle, NBIS Re-Rating, Optics Moat Intact, Orbital DC Reality Check
One of the questions that set the tone this week was whether China’s open-source models have started to hollow out frontier pricing power.
One of the questions that set the tone this week was whether China’s open-source models have started...
Deep|LLM: 26H1 Update (Part 2): Frontier Labs, Chinese Model Vendors & the Compute Bottleneck
After covering industry dynamics in Part 1, we discuss individual frontier labs and their implications on infrastructure spending in Part 2 of the report
- Leading-Company Updates: Frontier Labs and Chinese Model Vendors
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