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 | 126 | Subscribers | Read | investinginai.substack.com |
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Latest Issues
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If You Want To Win In An AI World, Start Playing Poker
Happy Sunday and welcome to Investing in AI. Be sure to check out our AI in NYC podcast, and if you are interested in the world of small language models and what they can do, read my post on the Neurometric blog about how we distilled down ...
Visa: Using AI To Defend Their Moat
Not an AI company but using AI well
The Post-Model World: Why The System Is The New Moat.
Happy Sunday and welcome to Investing in AI. Be sure to follow our AI in NYC podcast if you want the latest take on AI from the applied AI capital of the world. And if you want a weekly bottoms up AI tech analysis of individual stocks, upgr...
AEHR Test Systems: An Overvalued Beneficiary of The Semiconductor Boom
Strong business but a very high price to pay.
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Authors
The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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