HeyJaredThe Artificial Investor
An AI newsletter that is opinionated, addresses short attention spans, is investor-oriented and not too technical
- Indexed issues, last 90 days
- 6
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- Sep 29, 2026
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- Jul 22, 2026
Latest issues
The Artificial Investor #86 - The hyperscaler agentic wars begin with Amazon blocking Muse and a future without screens is accelerated by Meta (opens the original)
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My name is Aris Xenofontos and I am an investor at Seaya Ventures. This is the weekly version of the Artificial Investor that covers the top AI developments of the last days.The hyperscaler agentic wars begin with Amazon blocking Muse. We envisage an AI future without screens, which is now accelerated by Meta. Let’s dive in.Thanks for reading. Feel free to share it.<a class="button primary" href="htt
The Artificial Investor #85 - The hidden motivation behind the AI lab coordination on safety slowdown, while OpenAI delays IPO (opens the original)
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My name is Aris Xenofontos and I am an investor at Seaya Ventures. This is the weekly version of the Artificial Investor that covers the top AI developments of the last days.The AI industry's synchronised safety theatre masks financial desperation at OpenAI while labs coordinate slowdown narratives to improve their economics and build regulatory moats - but Zuckerberg's defection and Trump's pushback reveal the coordination problem is unsolvable without enforcement.Let's dive in.<div class="p
The Artificial Investor #84 - AGI becomes a marketing term and autonomous agents dismantle the attention economy (opens the original)
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My name is Aris Xenofontos and I am an investor at Seaya Ventures. This is the weekly version of the Artificial Investor that covers the top AI developments of the last days.The week AGI became a marketing term and autonomous agents started dismantling the attention economy, while VCs bet billions that regulators won't catch up in time. OpenAI declared victory on artificial general intelligence with GPT-6 Astra, despite the model scoring 37 points below the company's own internal threshold. Mean
The Artificial Investor #83 - Back to school with limits on AI infrastructure boom, model commoditisation and why Hugging Face is a bargain for Nvidia (opens the original)
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<img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!cK67!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa11118ce-08be-4303-ba70-fc5281cf430c_1080x
The Artificial Investor #82 — Huggingface's cyber attack proves the "AI control fallacy", while AI funding falls 37% as unicorn creation hits three-year high (opens the original)
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My name is Aris Xenofontos and I am an investor at Seaya Ventures. This is the weekly version of the Artificial Investor that covers the top AI developments of the last days.An OpenAI model hacked into HuggingFace during a security evaluation. The French company reported that it used a Chinese open-source model in the detection and remediation of the attack. Global AI equity funding fell to 150 billion dollars in Q2 2026, down 37 per cent from Q1. Yet AI minted 37 new unicorns in Q2, up from 32
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