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, 3 August 2025

1 piece

AI Needs Clinical Trials

Sunday, 27 July 2025

1 piece

How AI Is Exposing Executive Incompetence

Sunday, 20 July 2025

1 piece

AI Takeover Targets For Data and Evals

Sunday, 13 July 2025

1 piece

Reflections On 10 Years Of Writing This AI Newsletter

Sunday, 6 July 2025

1 piece

Weird Stuff Wins: The New AI Strategy Playbook

Sunday, 29 June 2025

1 piece

Why I Disagree With Sequoia's Thesis on AI

Sunday, 22 June 2025

1 piece

The Next Phase Of AI Innovation: Inference Time Scaling

Sunday, 8 June 2025

1 piece

The CUDA Backstory: Lessons For Investors

Sunday, 1 June 2025

1 piece

The General Mills Strategy To Defend Against AI

Sunday, 25 May 2025

1 piece

Three 9's Thesis of AI Investing: Why I'm Short AI Agents

Sunday, 18 May 2025

1 piece

Improving Early Stage DPI With a Liquidation Preference Dividend

Sunday, 11 May 2025

1 piece

AI Snake Oil

Wednesday, 7 May 2025

1 piece

The Inside Story of the BrandGuard Acquisition

Sunday, 4 May 2025

1 piece

Our Most Controversial Thesis: Open Source SuperIntelligence Will Be Widely Available

Sunday, 20 April 2025

1 piece

Investing Against AI Multi-Modal Clickbait

Sunday, 13 April 2025

1 piece

Tetris Business Models: The AI Opportunity Most Investors Miss

Sunday, 30 March 2025

1 piece

Services-Systems Co-Design: The Lesson From Apple To Make AI Implementations Work

Sunday, 23 March 2025

1 piece

Investment Opportunities - Humanoid vs Specialized Robotics

Sunday, 16 March 2025

1 piece

AI In Private Equity: A Framework For Evaluation

Sunday, 9 March 2025

1 piece

The Hardware Lottery And The Future Of AI

Wednesday, 5 March 2025

1 piece

The Chesterton's Fence AI Investing Strategy

Sunday, 2 March 2025

1 piece

Conflicting AI Opinions And FSD As An Investing Roadmap

Sunday, 16 February 2025

1 piece

Introducing Neurometric: Benchmarking and Optimization For Heterogenous AI Accelerator Environments

Monday, 10 February 2025

1 piece

State Of AI Agents At Big Tech Companies

Sunday, 2 February 2025

1 piece

Why Deepseek Will Drive Innovation In Foundation Models

Sunday, 26 January 2025

1 piece

GPU Compute Is The "Eyeballs" Of This Bubble

Monday, 13 January 2025

1 piece

The Six Mental Models For AI Investing

Tuesday, 31 December 2024

1 piece

An AGI Prediction Beyond 2025

Sunday, 22 December 2024

1 piece

AI's Hourglass Figure

Sunday, 8 December 2024

1 piece

FAEM - My Favorite AI Business Model

Sunday, 24 November 2024

1 piece

Questions About What Is Next For AI

Sunday, 10 November 2024

1 piece

The Cracks In LLM Scaling And Where To Invest Next

Sunday, 27 October 2024

1 piece

My Biggest Failed AI Investment Thesis

Sunday, 13 October 2024

1 piece

A Look At The Cerebras IPO

Sunday, 22 September 2024

1 piece

Real Time Data For AI: Why I Invested in FeedbackNow

Sunday, 8 September 2024

1 piece

AI and Adaptive Culture - Would an AGI Support Trump?

Monday, 26 August 2024

1 piece

The Indirect Implications of AI When Investing

Sunday, 11 August 2024

1 piece

Would You Use An Outside AI Program To Automate A Core Competency?

Sunday, 21 July 2024

1 piece

Is AI Too Expensive To Justify The ROI?

Sunday, 14 July 2024

1 piece

The Things That AI Won't Change