David Levy @dslevy - Bluesky Profile

[PERSONAL]: AI Saved My Ass. $50K Could Save Yours Too.

[PERSONAL] #AI in #GI isn’t abstract for me. It’s shaping real clinical decisions in my own care. I wrote about it — and the study I’m now part of — here: dslevy.substack.com/p/personal-a...

16.01.2026 13:40 — 👍 0 🔁 0 💬 0 📌 0

2026: Agentic AI and Compounding Inference How 2025’s hype, H100s, and hard lessons set up AI for 2026

2026 = Agentic AI + compounding inference because agents don’t prompt. They loop. 🌀

2025 was messy but the thesis survived and, believe or not, thrived. Lfg.

dslevy.substack.com/p/2026-agent...

08.01.2026 20:28 — 👍 0 🔁 0 💬 0 📌 0

How the Jensen Stole Groqmas But did $NVDA just Make GroqCloud the $CRWV for inference?

$NVDA kinda sorta bought a company I invested in: $20B to Groq Inc. for its IP. To shareholders? Lord knows.

But the leftover business (GroqCloud) might be the future ($CRWV) of inference… or a v expensive empty box.

Read the Groqmas / Groqnukkah miracle here:
dslevy.substack.com/p/how-the-je...

29.12.2025 16:59 — 👍 0 🔁 0 💬 0 📌 0

They Might Be Giants. (They’re Just Not Public.) Public markets now orbit private companies.

Part 2️⃣of a 3-part series is live.

🤧When OpenAI sneezes, public AI stocks get pneumonia. That’s the point. (Even if I disagree w the meltdown.)

📈Part 2 looks at why private companies now set the curves and shows a few examples like OpenAI, Stripe, and SpaceX.

👉 dslevy.substack.com/p/they-might...

17.12.2025 17:01 — 👍 0 🔁 0 💬 0 📌 0

Going Public Kinda Sucks Now And that changes everything.

Part 1️⃣ of a 3-part series is live.

📈If The Signals That Move Stocks Aren’t Public was the thesis (see last post), this is the first deep dive:
why going public kinda sucks now — and why the signal shifted upstream.

More to come.

👉 dslevy.substack.com/p/going-publ...

15.12.2025 20:44 — 👍 0 🔁 0 💬 0 📌 0

🙋🙋‍♀️Tell us what YOU’RE seeing:
Which early signal in AI / infra / software / or just startups will we see in enterprise toolsets in the next 2-5 years 😮?

12.12.2025 16:14 — 👍 0 🔁 0 💬 0 📌 0

The Signals That Move Stocks Aren’t Public 🤫 When the future starts in private markets, analysts need new tools.

Public markets react.
Private markets predict.

Why the strongest forward indicators in tech show up in startups long before enterprises report them & Wall Street models them.

👉 The Signals That Move Stocks Aren’t Public
dslevy.substack.com/p/the-signal...

Porch perspective. Public consequences.

11.12.2025 14:48 — 👍 0 🔁 0 💬 1 📌 0

1997. 2011. 2025. The Third Time I’ve Felt This Feeling.

1997 → 2011 → 2025.
Only the third time in my career I’ve felt this kind of conviction.

AI isn’t a bubble — it’s a backlog.

$NVDA just proved the demand and
$CRWV is showing the supply constraint.

Full breakdown:
dslevy.substack.com/p/1997-2011-...

20.11.2025 16:42 — 👍 1 🔁 0 💬 0 📌 0

"These are not the bubbles you’re looking for. " This isn’t the dotcom bubble — it’s cloud formation: AWS at 3x speed. $CRWV is the proof.

If you want the full breakdown — including the “AI ≠ dot-com” charts, the cloud adoption parallels, and the AWS vs. $CRWV year-by-year ramps — here’s the full write-up:

dslevy.substack.com/p/these-are-...

Happy to dig into the data if folks want the sources. 📊

18.11.2025 15:34 — 👍 0 🔁 0 💬 0 📌 0

AI ≠ dot-com.
AI = cloud — just running in fast-forward.

$CRWV ‘s first 5 years are tracking early AWS almost beat-for-beat — at 3× the speed.
Same curve, different velocity.

Full write-up here ⬇️
dslevy.substack.com/p/these-are-...

18.11.2025 15:32 — 👍 0 🔁 0 💬 1 📌 0

Buying 10% of the a chip company isn’t socialism. It’s capitalism. Socialism is when the government owns the means of produ…. Wait. Shit. Nm. 😂 $INTC

22.08.2025 20:00 — 👍 0 🔁 0 💬 0 📌 0

Help me take steps toward cures for Crohn’s disease & ulcerative colitis I'm participating in Take Steps, the Crohn's & Colitis Foundation's largest, most impactful fundraising campaign. Funds raised through Take Steps help create a new future for people living with IBD — ...

Every year I raise money for the Crohn's and Colitis Foundation because my daughter & I and tons of family & friends have been afflicted with IBD. Last year we raised >$18K and we plan to smash that goal. Please consider making a donation🙏 takesteps.crohnscolitisfoundation.org/index.cfm?fu...

11.02.2025 14:16 — 👍 1 🔁 0 💬 0 📌 0