AI Bottlenecks: a 2am side project now read by investors, semis and AI labs

demian_ai · x · 2026-10-08

demianai reflects on AI Bottlenecks, a newsletter/app he started at 2am in May to explore what could slow the AI buildout. It has since drawn hundreds of thousands of visitors and millions of impressions, with subscribers from investment firms, VC funds, semiconductor companies, AI labs and infra teams — a strong one-person content business case.

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