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Investing In AI

Rob May

A twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues75
SubscribersRead investinginai.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Hardware Lottery And The Future Of AI

Happy Sunday and welcome to Investing in AI. I’ll be at HumanX this week, so, if you are at the conference and want to chat let me know.

16 days ago
2
0

The Chesterton's Fence AI Investing Strategy

Welcome to a rare midweek version of Investing in AI. Things are happening so fast in the markets right now that I felt compelled to get this out while it was top of mind. Today’s message is about how to play the rebound on things that have...

20 days ago
6
3

Conflicting AI Opinions And FSD As An Investing Roadmap

Welcome to Investing in AI! The newsletter is free but you can support us by sending us customers for Neurometric (anyone who is considering GPU alternative hardware), or AI deals at HalfCourt Ventures. Also check our our AI Innovator’s Pod...

23 days ago
4
1

Introducing Neurometric: Benchmarking and Optimization For Heterogenous AI Accelerator Environments

Happy Sunday and welcome to Investing in AI. Today I want to talk about a new project that I co-founded, that blends my love of AI hardware with my belief that it is about to breakthrough the noise and really start to get adopted. There hav...

a month ago
5
0

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Authors

The writers behind this newsletter.

  • Rob May

    4x founder, AI investor at Half Court Ventures.

  • Rob May

    CEO at BrandGuard. Investor in 100+ AI companies

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