The book by Rob May
Investing in AI
Six Mental Models to Tell Moats from Traps
The same AI product can be a moat, a trap, or a lottery ticket. The difference is not the technology. It is the economics.
Published September 15, 2026 by Bat House Press. Foreword by Karim R. Lakhani of Harvard Business School.
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The AI Signal Gauge
Is this company’s AI earning its cost, and does what it says match what it files? A filings-only rating on a five-step scale, from Talking to Compounding, with “insufficient disclosure” as an honest state of its own.
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The Investing in AI newsletter
Rob’s running read on which AI businesses are built to last, from ten years and 135+ AI investments.
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