UncoverAlpha
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 78 | Founded | 6 years ago | Last Issue | 10 days ago |
| Active | |||||
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uncoveralpha.comLatest Issues
Q3 2026 Channel Checks & Alternative Data: Cloud, AI Adoption and Ad Tech
Cloud hyperscalers: what my expert interview momentum tracker shows for Q3, the AI orchestration layer: Microsoft vs. the LLM providers vs. Google and Amazon, and the AWS Bedrock vs. Microsoft Foundry race in job postings data, AI adoption...
The End of Best AI Model Wins era. Where Does the AI Value Go Next?
For most of the last three years, the way the market valued AI was simple: whoever has the best model on the leaderboard wins, and the value flows to them as margins this year for frontier labs have gone to 60,70 or even 80%. I think we hav...
The Agent Economy: Who's Most at Risk?
The takeoff of personal and work AI agents does significantly shift some market dynamics in different sectors of the economy, and in this article I will try to explain those effects and for which sets of companies the changes might be disru...
Pacing the Frontier: What a Slower Model Cadence Does to Every Layer of the AI Stack
In this article, I assume they actually pace the frontier and walk through what that does to the value of every layer of the AI value chain: the model labs, the semis, the hyperscalers, and the application layer.
Meta just launched its most important product since WhatsApp and Instagram: the Muse AI agent
I cover the business case for Muse Spark and some economics, as well as technical details on how the agent is set up, what this means for Meta’s compute, and my research on the latest sentiment/usage around adoption of Muse Spark 1.3, OpenA...
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Tech investor, CIO, and former CEO & co-founder of an AI startup (sold to a public software company).
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