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 | 150 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
Anthropic vs OpenAI: Which IPO Should You Buy?
The better question isn’t which model is winning. It’s which business architecture survives what comes next.
OpenAI and Anthropic are both on the IPO path. If you want exposure to them in the public markets, which one should you buy? Today...
Friction Points: What Could Slow The AI Rocketship?
Happy Sunday and welcome to Investing in AI. If you are new to the newsletter, please check our podcast - the AI in NYC show, where we talk about the AI news of the week and also interview guests working on AI in New York. You should also v...
Adobe: An AI Victim Story That May Be Wrong
A contrarian AI view of Adobe
This week’s AI stock view for paid subscribers is on Adobe. It’s a stock that has been beaten down based on the view that AI will kill the business. But is that true? Today we want to present a contrarian view...
My Investing in AI Book Chapter 2: AI Isn't Solved Yet
Happy Sunday and welcome to Investing in AI. Be sure to check out our latest AI in NYC episode with David Justus from Panasonic discussing generative AI at the edge. Also, if you are an OpenClaw user, check out Neurometric’s small model mar...
An AI Analysis of Qualcomm: The Edge Is Where AI Will Live
While the world argues over who builds the best GPU cluster, Qualcomm has been quietly engineering the silicon that will run AI everywhere else — in your pocket, your car, your factory floor, and soon
Today we give you a bottoms up AI anal...
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Authors
The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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