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Beth Kindig

Lead Tech Analyst, I/O Fund

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Deep Dives, Institutional-Level

A weekly deep dive into the technologies and companies shaping AI adoption.

Key AI developments across hardware, software, and infrastructure
Shifts in AI demand, capacity, and deployment
Notable changes across the AI supply chain

Earnings, Decoded

Deep research across the AI stack - semiconductors, data centers, software - grounded in the financials and competitive picture, so you know why a name matters.

Earnings broken down through an AI-adoption lens - focused on what actually moves the thesis.
Product cycles, hardware roadmaps, and software platforms
Long-term AI themes shaping company fundamentals

Deep Dive