A 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 | 190 | Founded | 6 years ago | Last Issue | 4 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
AvePoint: The $15 Feature That Could Eat a $3B Company
A look at shorting the “trust layer” for AI
Welcome to the paid version of Investing in AI. Reminder that the book is now available and we have tools related to the book coming soon. Reminder that we look at stocks through an AI lens and a...
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments
Happy Sunday and welcome to Investing in AI! My book is out on Amazon, and if you have read it, a review would help me out a lot. Also check out the AI in NYC podcast, where we cover what is happening in the world’s hub of applied AI - New...
Investing in AI Interviews: Ash Ashutosh, CEO at Pinecone
This is our second installment of our CEO interview series. The goal is to ask tech company CEOs key questions on AI that they might not get from analysts. I hope their answers contribute to your understanding of what is happening in a give...
Should Investors Be Concerned About The Recent AI Safety Incidents?
Happy Sunday and welcome to Investing in AI. The book is now live and you can order it on amazon, and our AI in NYC podcast is now on Instagram if you want to follow along and see all the short clips.
Yesterday Madison Mills from Axios wr...
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year
The NAND shortage that built SIMO’s newest business ends in 2028. So does the wait for the business that matters most.
Welcome to the paid version of Investing in AI. Today we look at Silicon Motion (SIMO), which is a play on the memory sh...
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The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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