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 | 194 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
Who Owns What AI Makes? An Interview With DeepLaw Founders
This week on our Investing in AI podcast, I interviewed. Gary Shuster and Cameron Powell from Deeplaw.
The conversation covers why U.S. courts have largely settled that only humans can be authors and inventors. That means your redlines on...
Beyond The GPU: Second Order Thinking In AI Infrastructure
Happy Sunday and welcome to Investing in AI. If you want to follow things I’m involved with, here is the list:
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My book about mental models for investing in AI
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Taskrouter - use any model, auto-optimize your inference for your spec...
Arm Holdings (ARM): The Royalty Machine Meets the AI Data Center
A bottoms up AI analysis
Welcome to the paid edition of Investing in AI, were we look at how AI impacts specific companies. Reminder that this is an AI analysis, not a financial analysis, so please do your own research before investing. Th...
AI Progress Is Stalling. Now Is The Best Time To Invest.
Happy Sunday and welcome to Investing in AI. Be sure to check out my new book based on the ideas in this newsletter, and our latest AI in NYC podcasts.
We also launched a new tool - Taskrouter.com - that is a drop in replacement to proxy...
AvePoint: The $15 Feature That Could Eat a $3B Company
A look at shorting the “trust layer” for AI
Welcome to the paid version of Investing in AI. Reminder that the book is now available and we have tools related to the book coming soon. Reminder that we look at stocks through an AI lens and a...
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Authors
The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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