UncoverAlpha
UncoverAlphaDeep 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 | 58 | Subscribers | Read | uncoveralpha.com |
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| #196 | |
| #119 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Forgotten Chip: CPUs the New Bottleneck of the Agentic AI Era
For three years, GPUs have been the only chip that mattered in AI. CPUs? The boring, commodity chip that just sat next to the GPU and passed data along. Nobody cared. That’s changing fast.
The Market Hates Big Cloud Spending. The Data Says The Market Is Wrong.
There has been an emergence of fear after big tech earnings related to CapEx AI spending. I decided to share my views on this topic and why I believe the fears around it are wrong at this point.
The Great SaaS Unbundling: Why AI Will Destroy Half the Industry and Supercharge the Other Half
Everyone’s talking about how AI will “transform” software, but I think most people are getting it wrong. The real story isn’t about transformation—it’s about bifurcation
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Authors
The writers behind this newsletter.
Tech investor, CIO, and former CEO & co-founder of an AI startup (sold to a public software company).
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