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 | 184 | Founded | 6 years ago | Last Issue | 5 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
Stress Testing Anthropic’s Revenue Pre-IPO
When do compute commitments become a liability?
This paid edition of Investing in AI is an independent investment research analysis based on data up until September 7th, 2026. Note that Anthropic is private: no audited financials, no publi...
Investing in AI The Book, Is Live. Here Is Your Free Copy
Hi Everyone. My book finally launches today on Amazon, and the kindle version is just $0.99 for launch. But as a newsletter reader, you get a free copy, which you can download here.
Please consider writing a review of the book. It would he...
The Owning Phase of AI Part 2: When Do The Economics Make Sense
Happy Sunday and welcome to investing in AI! I’m visiting my daughter in Auburn and went to my first Auburn football game last night, which was crazy. When they win, the school allows the fans to toilet paper the trees on Toomer’s corner. I...
Nebius: A Software Company With A Data Center Attached
The next leg of its margin story is coming from the parts of the business it no longer has to build.
Welcome to the paid subscriber version of Investing in AI. My book is out next week, so please be sure to check it out! Today we are looki...
Reader Submission: A Deeper Dive on Dell
In response to our Dell piece last week, reader Mike Verge, a retired engineer and full time investor who writes a substack on investing asked to write a follow on piece, expanding on the core thesis with some of his own ideas about cascadi...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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