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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 issuesPublishesWeekly
Issues105SubscribersRead investinginai.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

AMD Is Becoming an AI Powerhouse Because of SemiAnalysis

Happy Sunday and welcome to Investing in AI. Check out our new AI in NYC podcast, and new video shorts we are putting up on Youtube. Here is one of me explaining why I think most startup advice is crap. Also check out our new research at Ne...

a month ago
5
1

An Economic Plan To Boost AI

Happy Sunday and welcome to Investing in AI! Be sure to check out our new AI in NYC show in video or on apple podcasts or spotify. We are booked up through the end of the year with great guests, so subscribed to make sure you don’t miss a t...

2 months ago
4
0

A Review of John Thompson's "The Path to AGI"

Happy Sunday and welcome to Investing in AI. A few updates if you are new… first of all, we are about to release the most interesting experiments on test time compute done to date on our Neurometric substack. You should subscribe so you don...

2 months ago
9
1

The Model Doesn't Matter

Happy Sunday and welcome to Investing in AI! Please check out our new podcast - the AI in NYC show, where we cover the AI scene as it impacts the greatest city in the world. We don’t just talk to tech leaders and investors, we have comedian...

2 months ago
3
1

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Authors

The writers behind this newsletter.

  • Rob May

    4x founder, AI investor at Half Court Ventures.

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