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

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David Levy

From the Porch

Recent insights and analysis

F*** Chips. Ship tokens.

F*** Chips. Ship tokens.

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

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

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

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

Page 217 of My Autobiography

Page 217 of My Autobiography

AI, IBD, and a Very Personal Tech Bet

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About David Levy

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.

Private Equity & VC

Investment

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

Market Analysis

Predictions

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

Startups

Entrepreneurship

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

Web3 & Blockchain

Decentralized

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

Web2

Legacy Tech

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

Professional Experience

Current and past roles shaping technology and finance

Banking & Research

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

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ING Barings
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

Investing

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

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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

SPV Portfolio

Private Investments

Advisory

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

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

Paperspace

Acquired by DigitalOcean 2023

GPU cloud infrastructure

Mako

$8.5M+ raised for kernel LLM

AI/ML optimization

Artistree / Voight

Partnership with Wizards of the Coast

AI creative tools

Founder

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

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

Tigerbow

Tigerbow

Real Gifting Platform

Platform for authentic, meaningful gift-giving experiences

Philo

Philo

Social Television

Social platform for shared TV viewing experiences

Big Tech

AWS (startup teams, GTM programs) • Stripe (startup adoption) • 2014-2023

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Co-built startup teams at industry-leading technology companies (2014-2023)

AWS

AWS

Amazon Web Services

Co-built startup team, developed playbook, focused on pre-seed investors, created GTM programs

Stripe

Stripe

Financial Infrastructure

Co-built startup team, adapted playbook, increased adoption

Let's Connect

Interested in strategic consulting or collaboration? Get in touch.