Archive - Siddharth's Newsletter

#120- The AI trust crisis is already here

And no one’s talking about the layer that will make or break enterprise deployments

Jun 28 •

#119- Where I’d invest in AI infra today

If I had $5mn and a clean slate

Jun 20 •

#118- The AI meets DB wave is here

What I predicted is already playing out

Jun 6 •

#117- AI infra is a margin trap, unless you pass this checklist

A practical 5-point checklist to evaluate AI infra startups. Use it to filter out weak wrappers, margin traps, and infra that won’t scale

Jun 5 •

#116- Automated Model Deployment & Monitoring

The AI ModelOps Trifecta - Part III

Jun 1 •

April 2025

#115- Automated Data Backup & Recovery

The AI ModelOps Trifecta - Part II

Apr 18 •

#114- Automated Data Preprocessing

The AI ModelOps Trifecta - Part I

Apr 10 •

#113- The Lost Art of Building

Investing is one of the lowest effort, highest reward, white collar career jobs because return on capital is extremely high (if not infinite) for the…

Apr 3 •

#112- AI co-scientists

AI is generating and validating scientific discoveries, but are we in control?

Apr 1 •

March 2025

#111- The wave of water tech

Water's tech boom, the opportunity, and what excites me

Mar 24 •

February 2025

#110- GLP-1- Miracle or Mirage?

From weight loss to GDP growth what can be GLP-1’s unexpected impact

Feb 6 •

#109- DeepSeek & ye shall

Taking the AI world by a storm

Feb 1 •

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