<![CDATA[Investing In AI]]>aea22c4f-2a39-54ac-9b93-4c1f4a2ccc63Tue, 18 Aug 2026 16:00:21 +0000Captivate.fmRob Mayhttps://artwork.captivate.fm/b087cfde-4683-4dbe-b2d6-80e7897e8d16/investing-in-ai-cover-3000.jpgInvesting In AIRob MayRob MayInvesting in AI is the podcast companion to Rob May's Substack of the same name — a twice-monthly digest of ideas and market analysis focused on AI and how it impacts companies, business models, and investors, read by over 3,000 subscribers. Rob is also the author of Investing in AI: Six Mental Models to Tell Moats from Traps, and brings that same framework to the podcast — sitting down with CEOs and executives at public companies to go deeper on what AI is actually doing to their business, not the hype, the operations. Each episode digs into where AI shows up in the numbers: new revenue lines, margin shifts, product strategy, competitive positioning. The focus stays on companies beyond the frontier labs — the businesses quietly getting reshaped (or rescued) by AI underneath the surface.https://www.amazon.com/dp/B0HCDNLZS3?lv=shuf&psc=1&channelId=500&plpRedirect=mhFallbackfalseepisodicnopodcastInvesting In AI: Digital Ocean's Paddy Srinivasan on Why 'Cost of Intelligence' Beats Cost-Per-TokenInvesting In AI: Digital Ocean's Paddy Srinivasan on Why 'Cost of Intelligence' Beats Cost-Per-TokenDigital Ocean CEO Paddy Srinivasan joins host Rob May to unpack the company's best quarter ever — $93 million in incremental revenue, driven largely by AI, but with a twist: over half of AI-first customers are attaching Digital Ocean's core cloud products too. Paddy breaks down the company's five-layer AI-native stack, how it's positioning against hyperscalers and GPU-focused Neo Clouds like CoreWeave, and why the sales conversation has shifted away from dollar-per-GPU-hour toward selling tokens and outcomes.

They also get into the NVIDIA/AMD balancing act, how Digital Ocean keeps its platform simple even as AI-native customers scale into serious infrastructure needs, and Paddy's take on where cost-per-token is really headed — including why she thinks "cost of intelligence" is the more useful frame than cost-per-token as models commoditize.

]]>Digital Ocean CEO Paddy Srinivasan joins host Rob May to unpack the company's best quarter ever — $93 million in incremental revenue, driven largely by AI, but with a twist: over half of AI-first customers are attaching Digital Ocean's core cloud products too. Paddy breaks down the company's five-layer AI-native stack, how it's positioning against hyperscalers and GPU-focused Neo Clouds like CoreWeave, and why the sales conversation has shifted away from dollar-per-GPU-hour toward selling tokens and outcomes.

They also get into the NVIDIA/AMD balancing act, how Digital Ocean keeps its platform simple even as AI-native customers scale into serious infrastructure needs, and Paddy's take on where cost-per-token is really headed — including why she thinks "cost of intelligence" is the more useful frame than cost-per-token as models commoditize.

]]>114268ef-b7db-464e-b6a1-d39512d00854Tue, 18 Aug 2026 12:00:00 -040011:06falsefull11