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 | 156 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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investinginai.substack.comLatest Issues
Cerebras Systems and the Speed Bet on AI's Future
How big can the wafer chip company become?
In today’s post for paid subscribers, we are taking a look at Cerebras, a unique AI chip that just went public. Reminder we are AI people not financial people so please do your research before inv...
Has AI Made VCs Forget Basic Competitive Strategy?
Happy Sunday and welcome to Investing in AI! Be sure to check out our podcast - the AI in NYC Show, where we talk about the news in AI and poke a bit of fun at San Francisco. We also have our first public case study at Neurometric on SLM pe...
CloudFlare: The Invisible Infrastructure of The Agentic Web
An AI analysis of Cloudflare
For all our paid subscribers, apologies about getting this one out late this week. The analyst had it done on time but our editor had some personal issues. Anyway, here is an AI analysis of Cloudflare. Keep in...
Why America Must Re-Globalize To Win The AI Race
Happy Sunday and welcome on Investing in AI! Housekeeping items if you are a new reader:
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If you want to connect with me on LinkedIN, I’m here. Be sure to mention you are a reader so I know why we are connecting.
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Also check out th...
AudioEye and the Accessibility Layer of the Agentic Web
Does AEYE deserve to be small — or is the market missing a compliance infrastructure story?
In today’s paid newsletter edition, we analyze AudioEye, a small public company that could go either way in the market, depending on what you belie...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
4x founder, AI investor at Half Court Ventures.
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