Investing In AI
Rob MayA twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 132 | Subscribers | Read | investinginai.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The New White Collar Moat In AI
Happy Sunday and welcome to Investing in AI! Be sure to check out our AI in NYC podcast, and if you are interested in AI events, subscribe to our NYC newsletter. If you are a developer, also check out the new Claude Skill from Neurometric t...
NVIDIA’s Road To $10T
How the Groq acquisition could turbocharge the AI juggernaut
What The AI Bubble Talk Misses: The Declining Marginal Cost of Additional Use Cases
Happy Saturday and welcome to Investing in AI. Be sure to check out the AI in NYC podcast. The latest episode on AI Governance with Alayna Kennedy is a fun one. We’ve also launched a new New York GPT bot that specializes in information abou...
ServiceNow (NOW): The AI Control Plane
Why the Enterprise Governance Layer Is the Real AI Moat
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Authors
The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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