Archive - Allen Yao

The Great GPU Trade

How AI Infra is turning into collateral, cash flow, and risk

Jul 17 •

Framework for Vertical AI

How I invest in Vertical AI

Jul 10 •

Attention and Conversion Is All You Need

Here's what you're getting wrong about growth

Jul 3 •

May 2025

April 2025

5 Reasons why ARR is a flawed metric

Apr 1 •

February 2025

The Personal Abundance

AI is transforming exclusivity into accessibility, giving what was once reserved for the ultra-wealthy to the masses

Feb 6 •

January 2025

December 2024

Here's Why I Hated 2024 and Here's What I'm Doing About It

Dec 28, 2024 •

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