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 | 161 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
TSMC: The Hidden Toll Booth of the AI Boom
A bottoms up AI analysis
Welcome to the paid edition of Investing in AI, where each week we analyze a public markets company from an AI point of view. Please remember we are AI people not financial people so do your own research before inv...
Chapter 3 of My Investing In AI Book: The First Mental Model You Need
Happy Sunday and welcome to Investing in AI! Check out our funniest AI in NYC show ever, with Stephen Messer from Collectivei and Noah Obstfeld from Pitch Roast Live. If you forward to 20:40, we have Gemini, ChatGPT, and Claude analyze Noah...
Everything A Tech Executive Should Know About Harness Engineering
Happy Sunday and welcome to Investing in AI! Check out this week’s AI in NYC show, and our new newsletter filled with AI/NYC tips and stories. Also be sure to check out Neurometric if you are at a stage in your AI lifecycle to care about to...
How Much AI is in C3.ai?
The founder is back, but is the business?
Welcome to the paid version of investing in AI, where we analyze a public company through the lens of what impact AI is having on the business. Please remember we are AI people not financial people...
Should The Government Take Stakes In Frontier Labs? The Best and Worst Idea in AI
Happy Sunday and welcome to Investing in AI. Housekeeping notes:
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Be sure to check out our AI in NYC podcast for my take, along with my co-hosts, on the AI news each week.
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Also check out our first public case study of SLMs crushin...
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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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