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, 30 June 2024

1 piece

Attention Is All You Need, But Not The Tech Kind

Sunday, 23 June 2024

1 piece

Lessons From Filterworld And A Warning For AI

Sunday, 9 June 2024

1 piece

The Valley of AI Innovation

Sunday, 26 May 2024

1 piece

Why I Don't Invest in AGI - It's Not The Biggest Economic Opportunity

Sunday, 19 May 2024

1 piece

What Will Be The SOC2 of AI Models?

Sunday, 12 May 2024

1 piece

Why AI Could Lead To Higher Costs And Less Productivity

Sunday, 28 April 2024

1 piece

The Factors Impacting NVIDIA's Defensibility

Tuesday, 9 April 2024

1 piece

How I Think About AI Investing in 2024

Sunday, 10 March 2024

1 piece

Changes To Investing In AI: Why I'm Moving Away From Early Stage Investing and Analysis

Sunday, 25 February 2024

1 piece

Just-In-Case AI: Does Downside Risk Limit AI ROI?

Sunday, 4 February 2024

1 piece

The Coming Dark Patterns of Botomation In AI

Sunday, 21 January 2024

1 piece

The Agent Economy and Economic Growth

Sunday, 31 December 2023

1 piece

2024 - The Year Of Objective Function Engineering

Sunday, 17 December 2023

1 piece

Introducing Graphlan: AI Powered Usage Of Your Professional Network

Sunday, 3 December 2023

1 piece

Things AI Cannot Scale

Sunday, 12 November 2023

1 piece

How The Fundamental Limits of Intelligence May Shape AI Business Models

Sunday, 22 October 2023

1 piece

AI, Not Blockchain, Is The Real Path To Decentralization

Sunday, 8 October 2023

1 piece

How To Pivot An AI Company

Sunday, 24 September 2023

1 piece

Jagged Frontier: The Best New Idea In AI

Sunday, 17 September 2023

1 piece

Hurry Up And Wait - The Challenge of AI Workflows

Sunday, 20 August 2023

1 piece

Beyond PMF: AI and Tech As A Fashion Industry

Sunday, 30 July 2023

1 piece

The Biggest Mistake AI Investors Are Making: Too Much Extrapolation

Sunday, 16 July 2023

1 piece

AI Cannot Solve QWERTY Problems

Sunday, 2 July 2023

1 piece

What Does It Mean For A Startup To "Focus"?

Sunday, 18 June 2023

1 piece

5 Contrarian AI Theses For Early Stage Investors

Sunday, 28 May 2023

1 piece

Will AI Kill Vertical SaaS?

Sunday, 14 May 2023

1 piece

The Intimacy Limen In AI

Monday, 1 May 2023

1 piece

Why Real User Feedback Matters Less In An AI World

Sunday, 16 April 2023

1 piece

Does ChatGPT Mean Humans Are Stochastic Parrots?

Sunday, 2 April 2023

1 piece

AI And The Great Bifurcation of 2024

Tuesday, 14 March 2023

1 piece

How AI Will Make The Next Banking Crisis Worse, Not Better

Sunday, 26 February 2023

1 piece

The Ethics of Persuasive AI Chatbots

Sunday, 12 February 2023

1 piece

The Economics of Foundation Models - Are VCs Subsidizing A Bad Business Model?

Saturday, 21 January 2023

1 piece

The Forces Driving The Economics Of Generative Media

Saturday, 7 January 2023

1 piece

Why Generative AI Is Mostly A Bad VC Bet

Wednesday, 30 November 2022

1 piece

Will AIs Have Free Speech?

Monday, 11 April 2022

1 piece

The Mental Model Most AI Investors Are Missing

Sunday, 22 August 2021

1 piece

Data Traction: How To Evaluate AI Companies With Little Revenue - Part 2

Sunday, 1 August 2021

1 piece

Data Traction: How To Evaluate AI Companies With Little or No Revenue - Part 1: Beyond Traditional Metrics

Monday, 28 June 2021

1 piece

Investing in Robotics: What Drives Defensibility?