F*** Chips. Ship tokens.
Upstart AI chip companies are selling INFaaS instead of silicon...
Jun 16Strategic insights at the intersection of AI, blockchain, and emerging compute infrastructure.
Read From the Porch →Recent insights and analysis
Upstart AI chip companies are selling INFaaS instead of silicon...
Jun 16What comes next? CRWV's hot. But AI's a much bigger plot.
May 22AI, IBD, and a Very Personal Tech Bet
May 16David 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.
Thoughts on AI, blockchain, and the future of compute infrastructure
Analysis of AI chip companies and the evolving landscape of GPU infrastructure for machine learning workloads.
Strategic insights into private equity and venture capital trends in the technology sector.
Technology market analysis and predictions based on decades of industry experience.
Insights on startup strategy, fundraising, and building successful technology companies.
Analysis of blockchain technology, cryptocurrency markets, and the evolution of decentralized systems.
Proven track record of early calls on social media, mobile, and cloud computing during the Web2 era.
Current and past roles shaping technology and finance
ING Barings • JP Morgan Chase H&Q • Institutional Investor Homerun Hitter
Select transactions: Capital raising and M&A advisory for Equinix, Exodus Communications, EarthLink, MindSpring
Sector coverage: Internet / Infrastructure
Institutional Investor Homerun Hitter, 1998
MLH Capital, Ardsley Partners • Eniac Ventures, Factorial Capital • ERA, Techstars
MLH Capital, Ardsley Partners
EIR at Comcast Ventures, Broadway Video Ventures
Eniac Ventures, Factorial Capital, Symmetry Peak
Paperspace (acquired by DigitalOcean) • Mako ($8.5M+ raised) • Artistree/Voight (WOTC partnership)
Strategic advisory across capital raising, go-to-market, partnerships, and growth strategy
Tigerbow (real gifting) • Philo (social TV) • Post-mortems available
Founded two consumer technology companies, with transparent post-mortems documenting lessons learned
Platform for authentic, meaningful gift-giving experiences
Social platform for shared TV viewing experiences
AWS (startup teams, GTM programs) • Stripe (startup adoption) • 2014-2023
Co-built startup teams at industry-leading technology companies (2014-2023)
Co-built startup team, developed playbook, focused on pre-seed investors, created GTM programs
Co-built startup team, adapted playbook, increased adoption