[PERSONAL] #AI in #GI isn’t abstract for me. It’s shaping real clinical decisions in my own care. I wrote about it — and the study I’m now part of — here: dslevy.substack.com/p/personal-a...

2026 = Agentic AI + compounding inference because agents don’t prompt. They loop. 🌀

2025 was messy but the thesis survived and, believe or not, thrived. Lfg.

dslevy.substack.com/p/2026-agent...

$NVDA kinda sorta bought a company I invested in: $20B to Groq Inc. for its IP. To shareholders? Lord knows.

But the leftover business (GroqCloud) might be the future ($CRWV) of inference… or a v expensive empty box.

Read the Groqmas / Groqnukkah miracle here:
dslevy.substack.com/p/how-the-je...

Part 2️⃣of a 3-part series is live.

🤧When OpenAI sneezes, public AI stocks get pneumonia. That’s the point. (Even if I disagree w the meltdown.)

📈Part 2 looks at why private companies now set the curves and shows a few examples like OpenAI, Stripe, and SpaceX.

👉 dslevy.substack.com/p/they-might...

Part 1️⃣ of a 3-part series is live.

📈If The Signals That Move Stocks Aren’t Public was the thesis (see last post), this is the first deep dive:
why going public kinda sucks now — and why the signal shifted upstream.

More to come.

👉 dslevy.substack.com/p/going-publ...

Public markets react.
Private markets predict.

Why the strongest forward indicators in tech show up in startups long before enterprises report them & Wall Street models them.

👉 The Signals That Move Stocks Aren’t Public
dslevy.substack.com/p/the-signal...

Porch perspective. Public consequences.

1997 → 2011 → 2025.
Only the third time in my career I’ve felt this kind of conviction.

AI isn’t a bubble — it’s a backlog.

$NVDA just proved the demand and
$CRWV is showing the supply constraint.

Full breakdown:
dslevy.substack.com/p/1997-2011-...

AI ≠ dot-com.
AI = cloud — just running in fast-forward.

$CRWV ‘s first 5 years are tracking early AWS almost beat-for-beat — at 3× the speed.
Same curve, different velocity.

Full write-up here ⬇️
dslevy.substack.com/p/these-are-...

Buying 10% of the a chip company isn’t socialism. It’s capitalism. Socialism is when the government owns the means of produ…. Wait. Shit. Nm. 😂 $INTC

Every year I raise money for the Crohn's and Colitis Foundation because my daughter & I and tons of family & friends have been afflicted with IBD. Last year we raised >$18K and we plan to smash that goal. Please consider making a donation🙏 takesteps.crohnscolitisfoundation.org/index.cfm?fu...

mako-dev.com/blog/1-click...

mako-dev.com/blog/gpu-go-...

My 2025 prediction: Welcome to the Year of the GPU Cloud IPO(s). dslevy.substack.com/p/welcome-to...

A collection of three of my startup / founder / mentor posts….

dslevy.substack.com/p/haaaaaave-...

dslevy.substack.com/p/the-perfec...

dslevy.substack.com/p/valuation-...

“Huh?” <- the most universally understood word in the world; ergo, a fitting first (ok second) post on Bluesky.

Hello, world. 🌎