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 | 76 | Founded | 6 years ago | Last Issue | 12 days ago |
| Active | |||||
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uncoveralpha.comLatest Issues
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...
Meta's AI Infrastructure: Mispriced, Misread, and Massive
I analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it, I also shared why I believe Meta is right now in a uniq...
Nvidia and the Hyperscalers High Stakes Poker Game
The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once very clear and friendly, where one was a supplier and the other three were buyers. I believe that era is clearly over, as each is trying to comm...
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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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