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 | 174 | Founded | 6 years ago | Last Issue | 5 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth
We’ve started a new video series here at Investing in AI where I am talking to CEOs for short bursts, 5-10 minutes, and asking them about their AI strategy. The impact of AI inside most companies is an area that is not well covered, and I w...
Is There An Inference Glut Coming?
Happy Sunday and welcome to Investing in AI! Please check out our AI in NYC podcast - the latest episode with Harris Edelman covers the refurbished GPU market, which is relevant to our discussion today.
Some of you know I run a company cal...
Constellation Energy (CEG): The Contract Layer of The AI Buildout.
Q2 2026 turned a scarcity story into a contracted one
Welcome to the paid version of Investing in AI. This week we are looking at Constellation Energy through an AI lens. Please remember we are AI people, not financial people, and so do yo...
World Models And The Companies That May Win This New Space
Happy Sunday and welcome to Investing in AI! My book on Investing in AI will be published September 15th. Pre-orders are now available on Amazon. Also be sure to check out the AI in NYC podcast, and of course if you are spending too much on...
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference
Happy Sunday and welcome to Investing in AI. Be sure to check out the AI in NYC podcast for highlights on what is happening the New York - the applied AI capital of the world.
Also, my book, “Investing in AI: Six Mental Models To Tell Moa...
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4x founder, AI investor at Half Court Ventures.
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