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Entry Level Investing

Ryan Shannon, Molly Welch

Welcome to Entry Level Investing - my personal substack in which I write about whichever investing or AI-related topic is top of mind for me this week.

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Substack
PricingOnly free issues
PublishesWeeklyIssues32
SubscribersRead ryanshannon.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

What are the implications for startups in a post-DeepSeek world?

One week ago today, Nvidia’s market cap crashed by nearly $600B, representing the largest single day drop in history. Most analysts chalked this up to the recent release of DeepSeek’s new reasoning model, which claimed to replicate OpenAI’s...

3 months ago
7
0

What even is a data asset?

If 2023 was the year of parameter scaling in AI, 2024 has been the year of investing in data. Basically every major AI lab has acknowledged that we’re beginning to see diminishing returns on model scaling (either due to resource shortages, ...

4 months ago
1
1

Entering the Era of Actual AI deployments

After what has felt like an eternity (two years since ChatGPT mania), we are finally seeing enterprises begin to adopt Gen AI solutions in meaningful ways to solve real business problems.

6 months ago
7
0

The Future of M&A

In a world of Big Oil, Big Banking, and Big Tech, small businesses have become criminally underrated. As America’s largest businesses are embroiled in public scandals and anti-trust fights, small businesses quietly make up 43.5% of U.S. GDP...

7 months ago
3
0

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Authors

The writers behind this newsletter.

  • Ryan Shannon

    Full time AI investor, part time amateur zookeeper.

  • Molly Welch

    AI investor @radicalvcfund | alum @googleAI, @stanford, @harvardHBS & @kennedy_school

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