PORCH. Thought | Capital

Strategic insights at the intersection of AI, blockchain, and emerging compute infrastructure.

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From the Porch

Recent insights and analysis

F*** Chips. Ship tokens.

Upstart AI chip companies are selling INFaaS instead of silicon...

Jun 16

$CRWV: Awesome. Wow.... But What Comes Next?

What comes next? CRWV's hot. But AI's a much bigger plot.

May 22

Page 217 of My Autobiography

AI, IBD, and a Very Personal Tech Bet

May 16

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About David Levy

David Levy brings decades of experience at the forefront of technology and finance. Currently focused on GPU-enabled compute initiatives spanning AI, blockchain, and metaverse applications, David has a unique perspective shaped by his role as a financier during the dotcom boom, his operational experience at industry leaders Amazon and Stripe, and as a founder and investor. David combines deep technical understanding with proven business acumen. His work spans investment banking, equity research, and institutional investing, providing a comprehensive view of technology markets from multiple angles.

Insights & Analysis

Thoughts on AI, blockchain, and the future of compute infrastructure

AI Infrastructure

GPU Compute

Analysis of AI chip companies and the evolving landscape of GPU infrastructure for machine learning workloads.

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Recent AI Infrastructure Posts

Private Equity & VC

Investment

Strategic insights into private equity and venture capital trends in the technology sector.

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Recent Investment Posts

Market Analysis

Predictions

Technology market analysis and predictions based on decades of industry experience.

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Recent Market Analysis

Startups

Entrepreneurship

Insights on startup strategy, fundraising, and building successful technology companies.

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Recent Startup Posts

Web3 & Blockchain

Decentralized

Analysis of blockchain technology, cryptocurrency markets, and the evolution of decentralized systems.

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Recent Web3/Blockchain Posts

Web2

Legacy Tech

Proven track record of early calls on social media, mobile, and cloud computing during the Web2 era.

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Classic Web2 Analysis

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Professional Experience

Current and past roles shaping technology and finance

Banking & Research

ING Barings • JP Morgan Chase H&Q • Institutional Investor Homerun Hitter

ING Barings

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JP Morgan Chase H&Q

Select transactions: Capital raising and M&A advisory for Equinix, Exodus Communications, EarthLink, MindSpring

Sector coverage: Internet / Infrastructure

Institutional Investor Homerun Hitter, 1998

AOL

EarthLink

MindSpring

Exodus Communications

Akamai

Genuity

Prodigy

Yahoo

Excite@Home

Go2Net

OzEmail

NaviSite

PSINet

Globix

InterNAP

Net2Phone

InterVU

Juno

Investing

MLH Capital, Ardsley Partners • Eniac Ventures, Factorial Capital • ERA, Techstars

Hedge Fund Experience

MLH Capital, Ardsley Partners

Venture Capital Fund Experience

EIR at Comcast Ventures, Broadway Video Ventures

Fund Investments

Eniac Ventures, Factorial Capital, Symmetry Peak

Fund Advisory

ERA Venture Partner, Techstars Mentor

SPV Portfolio

Private Investments

Advisory

Paperspace (acquired by DigitalOcean) • Mako ($8.5M+ raised) • Artistree/Voight (WOTC partnership)

Strategic advisory across capital raising, go-to-market, partnerships, and growth strategy

Founder

Tigerbow (real gifting) • Philo (social TV) • Post-mortems available

Founded two consumer technology companies, with transparent post-mortems documenting lessons learned

Tigerbow

Real Gifting Platform

Platform for authentic, meaningful gift-giving experiences

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Philo

Social Television

Social platform for shared TV viewing experiences