Investing in AI · 20 September 2026 · Additional Read

The Owning Phase of AI Part 3: Companies To Research

Rob May, GP @ Half Court

Eight public companies positioned to build proprietary AI models as small models and open-source alternatives make internal ownership economically viable—watch S&P Global, Meta, Adobe, Thomson Reuters, Axon, Deere, Relx, and IQVIA for signs they're moving from API reliance to model ownership.

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Topics: AI (Horizontal) · Venture Capital & Startups

Published by Investing in AI · their site ↗

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