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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.
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchInvesting In AI is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Unknown Host hosts Investing In AI, a business show with 0 episodes published.
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