Siddharth's Newsletter

Siddharth's Newsletter

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June 2025

#120- The AI trust crisis is already here
And no one’s talking about the layer that will make or break enterprise deployments
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Siddharth Shah
#119- Where I’d invest in AI infra today
If I had $5mn and a clean slate
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Siddharth Shah
#118- The AI meets DB wave is here
What I predicted is already playing out
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Siddharth Shah
#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
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Siddharth Shah
#116- Automated Model Deployment & Monitoring
The AI ModelOps Trifecta - Part III
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Siddharth Shah

April 2025

#115- Automated Data Backup & Recovery
The AI ModelOps Trifecta - Part II
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Siddharth Shah
2
#114- Automated Data Preprocessing
The AI ModelOps Trifecta - Part I
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Siddharth Shah
3
#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…
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Siddharth Shah
1
#112- AI co-scientists
AI is generating and validating scientific discoveries, but are we in control?
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Siddharth Shah

March 2025

February 2025

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