Rob May
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Investing In AI
A twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.
10 posts · theirs
Lately
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth
Is There An Inference Glut Coming?
Constellation Energy (CEG): The Contract Layer of The AI Buildout.
World Models And The Companies That May Win This New Space
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference
Guest Post: The Trillion Dollar Trade Wall Street Is Ignoring
Coherent: The Optical Plumber Of The AI Buildout
Chapter 5 of My Investing in AI Book: Expect Market Dislocations
Memory Is The Real Bottleneck and Micron Seems To Own It For Now
The CEO's Field Guide To Strategy In An Era of AI Tokenomics
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