Investing In AI

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The Intimacy Limen In AI
For some things, we still want a human.
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Rob May
1
Why Real User Feedback Matters Less In An AI World
Users are too shortsighted to match the cycle time of second order effects
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Rob May
1
Does ChatGPT Mean Humans Are Stochastic Parrots?
This newsletter is 100% human written by me - no AI, no ghostwriters. Happy Sunday and welcome to Investing in AI. I’m Rob May, CEO at Nova. I a…
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Rob May
8
AI And The Great Bifurcation of 2024
What happens when physics constrains AI?
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Rob May
4
How AI Will Make The Next Banking Crisis Worse, Not Better
Do we need "social contract" AI models?
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Rob May
1
The Ethics of Persuasive AI Chatbots
Where is the line between helpful and manipulative?
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Rob May
The Economics of Foundation Models - Are VCs Subsidizing A Bad Business Model?
Is this Uber all over again?
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Rob May
Investing In AI
A twice monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors.
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