HeyJaredUncoverAlpha
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 17, 2026
Latest issues
The Agent Economy: Who's Most at Risk? (opens the original)
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Hi everyone,On September 8, Meta launched Muse, a personal AI agent that sends your emails, books your travel, fills out your forms, buys things for you, and lowers your bills. Thirteen days later, it had 2.5 million downloads in North America and was number 1 in terms of downloads on both the App Store and Google Play ever since. A few days ago, we also got a revamp of an AI agent from Microsoft named Autopilot, and yesterday we got OpenAI’s agent called Dots and we also have the agent startup
Pacing the Frontier: What a Slower Model Cadence Does to Every Layer of the AI Stack (opens the original)
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Hey everyone,Last Saturday, Dario Amodei published an essay called “We Must Pace the Frontier.” Within hours, Sam Altman said OpenAI agreed and would match Anthropic’s first commitment, Elon Musk posted “Dario is right,” and Demis Hassabis called the direction correct. Then yesterday, Anthropic followed up with a post with actual numbers on how much of its own AI research is now being done by AI, and how much of its R&D compute goes to safety. And on the same day, Dwarkesh Patel released a two-h
Meta just launched its most important product since WhatsApp and Instagram: the Muse AI agent (opens the original)
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Hey everyone,Meta released Muse yesterday, its personal AI agent. I have been following Meta in depth for years, and this is a significant milestone for Meta, as I think this is the most important product Meta has shipped since it bought Instagram and WhatsApp. Muse is the first Meta product that can capture significant value outside of the ad impression ecosystem and, over time, possibly become even bigger.In the article, I cover the business case for Muse Spark and some economics, as well as t
Meta's AI Infrastructure: Mispriced, Misread, and Massive (opens the original)
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Hey everyone,In this article, I analyzed how big is Meta’s AI data center footprint and how much revenue & profit it could generate. I also shared what moves could change sentiment on the company, and on top of it, I also shared why I believe Meta is right now in a unique position (with leverage) in this AI race that has morphed into a capital race, but why Meta needs to act is weeks, not years. For Meta Compute, it’s now or never.This article is exclusive for paid subscribers.Let’s get into it.
Nvidia and the Hyperscalers High Stakes Poker Game (opens the original)
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The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once very clear and friendly, where one was a supplier and the other three were buyers. I believe that era is clearly over, as each is trying to commoditize the layer the other serves. The chip design and data center infrastructure markets. This clash is critical for the AI buildout age, as it determines where much of the AI value (margin) ultimately ends up.You have Nvidia’s Jensen Huang with the stronges
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