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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 166 | Founded | 6 years ago | Last Issue | 4 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
Memory Is The Real Bottleneck and Micron Seems To Own It For Now
MU is well positioned through 2028
Welcome to the subscriber only version of Investing in AI. Today we look at Micron, an AI rocketship that has recently fallen a bit with the semiconductor sell-off, and we ask what kind of future MU could...
The CEO's Field Guide To Strategy In An Era of AI Tokenomics
Happy Sunday and welcome to Investing in AI! Be sure to check out the AI in NYC podcast, and our new Tokenminning community newsletter that focuses on inference optimization.
Today I want to expand on my tokenomics framework and turn it in...
Recursion Pharmeceuticals (RXRX): Can AI Turn Biology Into An Operating System?
Our first AI look at a pharma company
Hi Everyone. I’m back from vacation in Spain and the UK and we are getting back at it. We will take another break in mid August but otherwise will be publishing all summer. Today we look at Recursion P...
The New Whitespace in AI
Happy Sunday and welcome to Investing in AI! Be sure to check out the latest AI in NYC Show with Ben Guo from Zo Computer - it’s an AI powered cloud that lets you build and host anything. Our Tokenminning newsletter, which covers weekly ti...
An AI Tokenomics Framework For Investors To Use To Evaluate AI Efficiency At A Company
Happy Sunday and welcome to Investing in AI. Be sure to check out our AI in NYC podcast if you want to catch up on AI issues of the day. Today I also want to promote our new Tokenminning community, created to counteract the stupid tokenmaxx...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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