Feed · Rob May, GP @ Half Court

Investing in AI

A twice monthly digest of ideas and market analysis focused on AI

174 posts indexed5 in the last 30 daysAI (Horizontal) · AI Infrastructure · Developer Tools · Energy & ClimateVisit site ↗

Wednesday, 19 August 2026

1 piece

My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth

AI (Horizontal) · AI Infrastructure · Developer Tools

Sunday, 16 August 2026

1 piece

Is There An Inference Glut Coming?

AI (Horizontal)

Tuesday, 11 August 2026

1 piece

Constellation Energy (CEG): The Contract Layer of The AI Buildout.

Energy & Climate · AI (Horizontal)

Sunday, 9 August 2026

1 piece

World Models And The Companies That May Win This New Space

AI (Horizontal) · AI Infrastructure · Robotics

Sunday, 2 August 2026

1 piece

A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference

AI (Horizontal) · AI Infrastructure · Fintech

Sunday, 26 July 2026

1 piece

Guest Post: The Trillion Dollar Trade Wall Street Is Ignoring

Friday, 24 July 2026

1 piece

Coherent: The Optical Plumber Of The AI Buildout

Sunday, 19 July 2026

1 piece

Chapter 5 of My Investing in AI Book: Expect Market Dislocations

Wednesday, 15 July 2026

1 piece

Memory Is The Real Bottleneck and Micron Seems To Own It For Now

Sunday, 12 July 2026

1 piece

The CEO's Field Guide To Strategy In An Era of AI Tokenomics

Friday, 10 July 2026

1 piece

Recursion Pharmeceuticals (RXRX): Can AI Turn Biology Into An Operating System?

Sunday, 5 July 2026

1 piece

The New Whitespace in AI

Sunday, 28 June 2026

1 piece

An AI Tokenomics Framework For Investors To Use To Evaluate AI Efficiency At A Company

Wednesday, 24 June 2026

1 piece

TSMC: The Hidden Toll Booth of the AI Boom

Sunday, 21 June 2026

1 piece

Chapter 3 of My Investing In AI Book: The First Mental Model You Need

Sunday, 14 June 2026

1 piece

Everything A Tech Executive Should Know About Harness Engineering

Thursday, 11 June 2026

1 piece

How Much AI is in C3.ai?

Sunday, 7 June 2026

1 piece

Should The Government Take Stakes In Frontier Labs? The Best and Worst Idea in AI

Thursday, 4 June 2026

1 piece

Cerebras Systems and the Speed Bet on AI's Future

Sunday, 31 May 2026

1 piece

Has AI Made VCs Forget Basic Competitive Strategy?

Saturday, 30 May 2026

1 piece

CloudFlare: The Invisible Infrastructure of The Agentic Web

Sunday, 24 May 2026

1 piece

Why America Must Re-Globalize To Win The AI Race

Friday, 22 May 2026

1 piece

AudioEye and the Accessibility Layer of the Agentic Web

Sunday, 17 May 2026

1 piece

The Secret Benefits of Small Language Models

Wednesday, 13 May 2026

1 piece

Anthropic vs OpenAI: Which IPO Should You Buy?

Sunday, 10 May 2026

1 piece

Friction Points: What Could Slow The AI Rocketship?

Thursday, 7 May 2026

1 piece

Adobe: An AI Victim Story That May Be Wrong

Sunday, 3 May 2026

1 piece

My Investing in AI Book Chapter 2: AI Isn't Solved Yet

Saturday, 2 May 2026

1 piece

An AI Analysis of Qualcomm: The Edge Is Where AI Will Live

Sunday, 26 April 2026

1 piece

The End of The Funnel: Why HX Is The Next Big Design and Investment Frontier

Sunday, 19 April 2026

1 piece

Blue Ocean Opportunities In The Agentic Economy

Thursday, 16 April 2026

1 piece

An AI View of SentinelOne

Sunday, 12 April 2026

1 piece

The 3 Year Inference Landscape: A Porter's Five Forces Analysis

Thursday, 9 April 2026

1 piece

CRDO As An AI Play

Sunday, 5 April 2026

1 piece

How the Inference Market Will Mature: An Investor’s Playbook for the “Post-GPU Scarcity” Era

Wednesday, 1 April 2026

1 piece

Where Palantir Is Actually Winning in AI

Sunday, 29 March 2026

1 piece

The Rise of the "Claws": Understanding OpenClaw, the Security Risks, and the New Era of Agentic Business

Wednesday, 25 March 2026

1 piece

Shopify: The Operating System of AI-Driven Commerce

Sunday, 22 March 2026

1 piece

The Great AI Contraction: 5 Contrarian AI Investment Theses

Thursday, 19 March 2026

1 piece

The Architecture of Necessity: Why MongoDB is the "Concrete" of the AI Era