Recent insights and analysis
The Third Time I've Felt This Feeling.
This isn't the dotcom bubble — it's cloud formation: AWS at 3x speed. $CRWV is the proof.
It's the supply, stupid — permits, power, and concrete can't keep up.
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.
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 across the technology stack.
Technology market analysis and predictions based on decades of experience across cycles.
Insights on startup strategy, fundraising, and building durable technology companies.
Analysis of blockchain infrastructure, crypto markets, and the evolution of decentralized systems.
Proven track record of early calls on social, 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, 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
Comcast Ventures
Broadway Video Ventures
Eniac Ventures
Factorial Capital
Symmetry Peak
ERA Venture Partner
Techstars Mentor
CoreWeave
Crusoe Energy
Groq
Wagon Analytics
Hopscotch
Chromatik
Panna Cooking
Mailchain VidosID
Band
Throne Science
Paperspace (acquired by DigitalOcean) • Mako ($8.5M+ raised) • 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
Real Gifting Platform
Platform for authentic, meaningful gift-giving experiences.
Read Post-Mortem →
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.
Interested in strategic consulting or collaboration? Get in touch.
