Co-founder and CEO of Neurometric, which optimizes inference for multi-model AI systems. He co-founded HalfCourt Capital, which has invested only in AI since 2015, built Backupify with Vik before its acquisition by Datto, and is the author of the book Investing in AI.
Current roles
- Co-founder and CEO of Neurometric, which builds inference optimization for multi-model AI systems.
- Co-founder of HalfCourt Capital, which has invested only in AI since 2015.
- Author of the book Investing in AI and of the Investing in AI newsletter.
See our disclosures for holdings and relationships.
Work on this site
- The AI stack map: Who gets paid when AI gets built, layer by layer, from SEC filings.
- The AI money loop: Investments, guarantees and warrants between AI suppliers and their customers, quoted from filings.
- The quarterly AI Stack Report: What changed in the AI build-out after each earnings season.
- The AI Signal Gauge: A filings-based check on whether a company’s AI is earning its cost.
For talks, board briefings or research, see work with us.