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 ↗

Sunday, 15 March 2026

1 piece

Chapter One Of My Book - Investing In AI: Six Mental Models To Tell Moats From Traps

Saturday, 14 March 2026

1 piece

Arista Networks: An AI Centric View

Sunday, 8 March 2026

1 piece

The New White Collar Moat In AI

Thursday, 5 March 2026

1 piece

NVIDIA’s Road To $10T

Saturday, 28 February 2026

1 piece

What The AI Bubble Talk Misses: The Declining Marginal Cost of Additional Use Cases

Thursday, 26 February 2026

1 piece

ServiceNow (NOW): The AI Control Plane

Sunday, 22 February 2026

1 piece

AI's Dirty Secret: Some Things Can't Be Predicted, Only Lived

Wednesday, 18 February 2026

1 piece

An AI Analysis of Zeta Global

Sunday, 15 February 2026

1 piece

If You Want To Win In An AI World, Start Playing Poker

Friday, 13 February 2026

1 piece

Visa: Using AI To Defend Their Moat

Sunday, 8 February 2026

1 piece

The Post-Model World: Why The System Is The New Moat.

Thursday, 5 February 2026

1 piece

AEHR Test Systems: An Overvalued Beneficiary of The Semiconductor Boom

Sunday, 1 February 2026

1 piece

What To Watch in 2026 To Evaluate The AI Bubble

Wednesday, 28 January 2026

1 piece

The “Control Plane” of Enterprise AI: A Bottom-Up Analysis of Box, Inc. (BOX)

Sunday, 25 January 2026

1 piece

Investing in Edge Part 2: What Do Opportunities Look Like?

Friday, 23 January 2026

1 piece

If The US Loses The AI Race, Blame Immigration Policy

Thursday, 22 January 2026

1 piece

Ciena Corporation: The Picks-and-Shovels Play on AI's Bandwidth Bottleneck

Sunday, 18 January 2026

1 piece

How To Invest In Edge AI Part 1: The Problem With SRAM at The Edge

Thursday, 15 January 2026

1 piece

The “Glass Box” of Precision Medicine: A Bottom-Up AI View of Tempus

Sunday, 11 January 2026

1 piece

The Inference Land Grab Begins

Friday, 9 January 2026

1 piece

Upwork: The AI Megatrend's Unlikely Beneficiary

Sunday, 4 January 2026

1 piece

JMIE - My Framework For Evaluating AI Adoption Potential in Public Companies

Sunday, 28 December 2025

1 piece

Two Big Announcements For 2026

Sunday, 21 December 2025

1 piece

OpenAI's Problem: Focusing on AGI Over ROI

Sunday, 14 December 2025

1 piece

The Problems And Promises Of A National AI Law

Sunday, 7 December 2025

1 piece

The Biggest AI Idea That Most People Are Missing

Sunday, 30 November 2025

1 piece

Is There Any Hope For AI Benchmarks?

Sunday, 23 November 2025

1 piece

What Investors Should Know About Small Language Models (SLMs)

Sunday, 16 November 2025

1 piece

Why AI Is and Also Isn't a Bubble

Sunday, 2 November 2025

1 piece

AMD Is Becoming an AI Powerhouse Because of SemiAnalysis

Sunday, 19 October 2025

1 piece

An Economic Plan To Boost AI

Sunday, 12 October 2025

1 piece

A Review of John Thompson's "The Path to AGI"

Sunday, 5 October 2025

1 piece

The Model Doesn't Matter

Sunday, 28 September 2025

1 piece

Why Google Will Win The AI Race

Sunday, 21 September 2025

1 piece

Sunday, 14 September 2025

1 piece

Will AI Become A National Mental Health Crisis?

Sunday, 7 September 2025

1 piece

Making Sense of Chaos: Why Complexity Economics Illuminates Today’s AI Investing

Sunday, 31 August 2025

1 piece

What Will Be AI 2.0?

Sunday, 24 August 2025

1 piece

How To Beat An AI System - Lessons From The Boston Celtics

Monday, 11 August 2025

1 piece

Can AI Exception Handling Be The Next Competitive Advantage?