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Investing In AI

Rob May

A twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues65SubscribersRead investinginai.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

FAEM - My Favorite AI Business Model

Happy Sunday and welcome to Investing in AI! If you are new to the newsletter, I’m Rob May (please connect) and am the founding partner at HalfCourt Ventures, a Seed/Series A fund focused on AI investing since 2016 (people said we were craz...

13 days ago
5
0

Questions About What Is Next For AI

Happy Sunday and welcome to Investing in AI. This newsletter is 100% human, and I never use AI to write any parts of it. If you haven’t checked out our podcast recently, we had Alex Schmelkin from Sixfold.ai, and Pawel Zimoch from Featrix.a...

a month ago
6
0

The Cracks In LLM Scaling And Where To Invest Next

Happy Sunday and welcome to Investing in AI. If you haven’t done so recently, check out our AI Innovator’s Podcast. The latest one features Kojo Osei from Matrix, where we discuss “zero cost inference.” Today I want to talk a bit about the ...

a month ago
3
0

My Biggest Failed AI Investment Thesis

Happy Sunday and welcome to Investing in AI! If you haven’t followed our AI Innovator’s Podcast yet, check out the latest episode here.

2 months ago
7
3

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Authors

The writers behind this newsletter.

  • Rob May

    4x founder, AI investor at Half Court Ventures.

  • Rob May

    CEO at BrandGuard. Investor in 100+ AI companies

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