01 — From the Porch
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David Levy is a founder, operator, investor, and advisor focused on AI infrastructure, GPU-enabled compute, and the intersection of technology and capital markets. Formerly at AWS and Stripe, he has been a hedge fund analyst, two-time founder, EIR, and venture partner at ERA. He was an early investor in companies including CoreWeave, Crusoe, Twitter, and LinkedIn, and advises AI infrastructure startups including Makora and Paperspace. He writes about AI infrastructure, capital flows, and startup adoption signals — backed by a live data layer tracking how modern AI stacks are actually being built.
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"Detailed, well researched, expertly defended — and right a lot nearly all of the time. He's a very good follow. Even better, just go right to the source and sign up for his Substack."
— Startup Business Development, Amazon Web Services
"You nailed the AI infra evolution almost a year ago and now it's being reflected in the corporate numbers and stock prices."
— Managing Partner, Silver Capital Advisors
"You've made so many right calls in this space recently that I'd put money on whomever you say."
— Former President, AMC Networks
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