Elpis Labs AI Frontier Intelligence. Issue #1

I've spent the last nearly 20 years watching AI transform from an academic curiosity into the most disruptive force in modern business. As someone who's evaluated hundreds of startups, both AI and Platform, and deployed capital across the entire AI ecosystem, I've a rather unique perspective based on a view of pattern recognition, tectonic shifts, and market observations that don't typically make it ito VC blog posts or conference presentations.

This newsletter isn't another AI news roundup. It's my personal laboratory for sharing the insights that actually matter when you're making million-dollar bets on the future of artificial intelligence.

Every month, I'll share:

• Proprietary frameworks I use to evaluate AI investments (similar to an AI focused 4Ps model)

• Contrarian perspectives on where the AI market is actually heading

• Real deal data from our portfolio companies and competitive intelligence

• Investment thesis updates as new information changes our strategy

Why am I doing this?

Because the AI investment landscape is moving too fast for quarterly reports and annual conferences. Someone needs to parse the signal from the noise and boil the evolutions down into frameworks and stacks. The companies that will define the next decade of AI are being built right now, the winners are being defined across the “stack” and the investment decisions that will create generational returns are being made in the next 18 months.

If you're building an AI company, investing in AI, or just trying to understand how this technology will reshape entire industries, this is where you'll get the unfiltered truth from someone who's putting real money behind these predictions.

Let's dive into what I'm seeing...

Kenneth | Linkedin

Managing Partner at Elpis Labs