Investing In AI

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How I Think About AI Investing in 2024
How the jagged frontier impacts investing
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Rob May
1

March 2024

Changes To Investing In AI: Why I'm Moving Away From Early Stage Investing and Analysis
I no longer believe early stage has the same potential it once did.
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Rob May
2

February 2024

Just-In-Case AI: Does Downside Risk Limit AI ROI?
Lessons from covid supply chain issues could apply to AI
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Rob May
The Coming Dark Patterns of Botomation In AI
Everything will be a bot so that it can collect more data
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Rob May

January 2024

The Agent Economy and Economic Growth
Will the Federal Reserve set limits on agents?
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Rob May
3

December 2023

2024 - The Year Of Objective Function Engineering
What are we optimizing for with AI?
 • 
Rob May
1
Introducing Graphlan: AI Powered Usage Of Your Professional Network
What if you could take your network anywhere?
 • 
Rob May
1
Things AI Cannot Scale
Are we overselling the potential of automation?
 • 
Rob May
3

November 2023

How The Fundamental Limits of Intelligence May Shape AI Business Models
Most physical phenomena have tradeoffs - does superintelligence?
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Rob May
1

October 2023

AI, Not Blockchain, Is The Real Path To Decentralization
Centralization isn't about trust, it's about scaling intelligence
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Rob May
4
How To Pivot An AI Company
The questions to ask yourself when it's not working
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Rob May
1

September 2023

Jagged Frontier: The Best New Idea In AI
It's hard to understand where to apply AI
 • 
Rob May
© 2024 Rob May
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