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 | 170 | Founded | 6 years ago | Last Issue | 10 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
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...
Guest Post: The Trillion Dollar Trade Wall Street Is Ignoring
Happy Sunday and welcome to Investing in AI. Be sure to check out our latest AI in NYC podcast with Harris Edelman from Ombligo, a company that sells refurbished GPUs. Also for those of you spending too much on AI models, be sure to check o...
Coherent: The Optical Plumber Of The AI Buildout
Why the market's favorite AI photonics stock is a great company at a demanding price
Welcome to the paid subscriber edition of Investing in AI. In this issue we look at the stock of Coherent, and ask what the AI industry changes mean for t...
Chapter 5 of My Investing in AI Book: Expect Market Dislocations
Happy Sunday and welcome to Investing in AI. Be sure to check out the latest AI in NYC podcast - we are wrapping up the first season this week. Today I’m going to share Chapter 5 of my soon-to-be-published book on Investing in AI. The whol...
Memory Is The Real Bottleneck and Micron Seems To Own It For Now
MU is well positioned through 2028
Welcome to the subscriber only version of Investing in AI. Today we look at Micron, an AI rocketship that has recently fallen a bit with the semiconductor sell-off, and we ask what kind of future MU could...
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The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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