Investing in the Age of AI
Jesse WalkerWhen everyone's selling fear or FOMO, we show you the math. One data-driven AI investing essay per week.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 2 months ago | Last Issue | 7 days ago |
| Active | |||||
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investingintheageofai.substack.comLatest Issues
Most AI ETFs Are Index Funds in Costume
There are over 40 AI-themed ETFs in U.S. markets. Most of them hold the same six stocks your index fund already owns, and they charge you 7 to 15 times more for the privilege.
I think too much about expense ratios. Most people glance at on...
Bloomberg's $32K Moat Has a $240 Hole In It
A Bloomberg Terminal costs $31,980 a year. Claude Pro costs $240. The price gap is 133x and it grows every year, because Bloomberg raises subscription rates while AI tools get cheaper.
The right question for an individual investor isn’t wh...
ChatGPT pick me some stocks! Ok, human, buy Nvidia (and maybe some Microsoft)..
ChatGPT’s stock picks returned 17.4% in nine months. The S&P 500 returned 13%. ChatGPT looks like the winner until you read the picks: Microsoft and Apple, already two of the largest holdings in the index.
That gap between “beat the market...
I Asked ChatGPT for Stock Picks. It Lost.
Hedge funds spent billions training AI to pick stocks. Naive “ask ChatGPT” picks returned 9.8% last year. The S&P 500 returned 12.1%.
That gap is the cleanest answer I have found to a question every investor is now asking. Generic AI picki...
The Tax Every AI Stock Pays to NVIDIA
NVIDIA’s data center gross margin is 78%. Intel’s is 45%. Apple’s hardware sits at 37%.
Nearly double its peers, because the buyers have nowhere else to go.
Every major AI company writes a check to Jensen Huang because there is no alterna...
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Authors
The writers behind this newsletter.
Jesse has been an individual investor for 30 years. He was a professional poker player for the better part of a decade. His alpha over hands-off passive investing approaches is 1-2% annualized. He is a techno/AI (cautious) optimist.
I'm a father, a business founder, philosopher, and non-dual meditation teacher.
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