Mental Models for winning against an AI| Investing In AI
The limits of what AI can ever do| investinginai.substack.com
The holdup in AI deployments is people.| investinginai.substack.com
Every company needs a data generation engine| Investing In AI
What I've learned following AI for a decade| investinginai.substack.com
What are the second order effects of the death of product moats?| Investing In AI
The App Layer will not be the best place to make money| Investing In AI
Where to place your bets on Huang's "third scaling law"| investinginai.substack.com
CUDA was panned by Wall Street, until it was the Moat| investinginai.substack.com
Why are there 13 kinds of Cheerios?| Investing In AI
What use cases don't require 99.9% accuracy?| Investing In AI
How the structure can help solve the early stage liquidity problem| investinginai.substack.com
What bad ideas are we being sold about AI?| Investing In AI
Great tech. Great team. Too early| Investing In AI
How to invest when everyone has ASI| investinginai.substack.com
Expect more "8 Shocking Facts!" equivalents| investinginai.substack.com
AI companies will build differently| Investing In AI
Failure comes from different workflows, that should be reimagined| investinginai.substack.com
Which market is the better long term play?| Investing In AI
Value will accrue to the use cases of AGI - not the platform that creates it first.| investinginai.substack.com
