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Investing in AI is the podcast companion to Rob May's Substack of the same name — a twice-monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors, read by over 3,000 subscribers. Rob is also the author of Investing in AI: Six Mental Models to Tell Moats from Traps, and brings that same framework to the podcast — sitting down with CEOs and executives at public companies to go deeper on what AI is actually doing to their business, not the hype, the operations. Each episode digs into where AI shows up in the numbers: new revenue lines, margin shifts, product strategy, competitive positioning. The focus stays on companies beyond the frontier labs — the businesses quietly getting reshaped (or rescued) by AI underneath the surface.
Unknown Host hosts Investing In AI.
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Investing In AI is hosted by Unknown Host. The show is categorised under Business (Investing) and has published 0 episodes.
Investing In AI regularly covers Business, Investing, Technology. It sits in the Business category, with a Investing focus.
Investing In AI is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Investing In AI hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
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