My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth
How will AI impact the mid-tier infrastructure provider?
Investing In AI
A twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.
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Latest posts
Is There An Inference Glut Coming?
Small models, more efficient hardware... will it lead to overbuilt datacenter capacity?
Constellation Energy (CEG): The Contract Layer of The AI Buildout.
Q2 2026 turned a scarcity story into a contracted one
World Models And The Companies That May Win This New Space
5 large companies have an edge in new physics based world models
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference
How do the GPU native neoclouds compete?
Guest Post: The Trillion Dollar Trade Wall Street Is Ignoring
A guest post by AI entrepreneur Stephen Messer
Coherent: The Optical Plumber Of The AI Buildout
Why the market's favorite AI photonics stock is a great company at a demanding price
Chapter 5 of My Investing in AI Book: Expect Market Dislocations
AI will have many market dislocations
Memory Is The Real Bottleneck and Micron Seems To Own It For Now
MU is well positioned through 2028
The CEO's Field Guide To Strategy In An Era of AI Tokenomics
Your COGS line is now denominated in tokens. Here is how to run the company accordingly.