Entry Level Investing

Entry Level Investing is a Substack focused on exploring the evolution of investing and the impact of AI on businesses, markets, and infrastructure. It covers topics from AI innovation techniques and investment strategies to market trends, offering in-depth analysis of disruptions, opportunities, and the future of AI-driven industries.

AI and Machine Learning Investment Strategies Market Trends and Analysis Startup Ecosystem Tech Industry Disruptions Venture Capital Funding Corporate Governance Public and Private Markets Natural Language Processing Open-Source Business Models

Top posts of the year

And their main takeaways
100 implied HN points 29 Aug 23
  1. Interest rates impact tech company valuations, especially high growth tech companies sensitive to changes.
  2. VC deal activity and funding have decreased in 2023 due to compressed valuations in public markets.
  3. AI investments are increasing as a bright spot in the market, with investors turning to AI startups amid a grim funding environment.
67 implied HN points 10 May 23
  1. AI is likely to disrupt white collar workers more than the working class for the first time.
  2. AI excels at replacing repetitive, language-heavy tasks, starting with law but expanding to other fields.
  3. Professional service fees may decrease as AI tools become essential, leading to challenges in finding future leaders in those industries.
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33 implied HN points 18 Oct 23
  1. Every subcategory of Company has its own KPIs and benchmarks for venture funding rounds.
  2. Application Layer AI companies are assessed similarly to traditional Enterprise SaaS solutions but with some leeway on revenue targets.
  3. Tooling Layer businesses tend to fundraise one stage behind Application Layer businesses due to higher capital investment and time requirements.
16 implied HN points 12 Mar 24
  1. Tech companies, especially high-growth but unprofitable ones, are highly impacted by interest rates during investing.
  2. The value of tech companies is largely based on future projections, making them sensitive to discount rates which determine present value.
  3. In a market with expensive capital, tech companies' future profits are heavily discounted, while in a market with cheap capital, their value can increase significantly.
16 implied HN points 13 Jul 23
  1. Recent high-profile AI acquisitions suggest a growing trend in M&A activity in the AI space.
  2. Large horizontal technology platforms are likely to be key players in acquiring AI startups due to their access to cash and existing distribution advantages.
  3. Companies like Apple, Amazon, Salesforce, Oracle, Adobe, and Snowflake are potential contenders for making significant AI acquisitions in the coming months.
16 implied HN points 30 Nov 23
  1. Public companies have boards to protect shareholders from decisions made by management at their expense.
  2. Private equity firm boards are an extension of the firm itself, making major decisions about their companies.
  3. Startup boards, even when founder-controlled, provide good governance, lead to better outcomes, and offer valuable insights and support.
16 implied HN points 29 Jun 23
  1. Open-source AI is gaining momentum and innovation, but it's not a complete solution.
  2. There are ethical concerns with open-source AI models, including safety risks and data security.
  3. Challenges exist in monetizing open-source model businesses and navigating copyright licenses.
16 implied HN points 27 Jul 23
  1. AI is being used in productivity tools to make tasks more efficient and abstract away repetitive work.
  2. Creativity tools help in inspiring new creations and reducing friction in creative processes for artists.
  3. Embedded AI enhances existing software applications by integrating AI-powered insights directly.