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Artificial Intelligence Monaco
@aimonaco.bsky.social
Deep dive on AI companies //
Goldman Sachs Alumni //
"Machine intelligence is the last invention that humanity will ever need to make.” — Nick Bostrom

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artificialintelligencemonaco.substack.com/p/due-dilige...

(As always, educational only. Not financial advice.)
Due Diligence #17
Series: "Investor's Desk"
artificialintelligencemonaco.substack.com
October 3, 2025 at 2:48 PM
Today’s deep dive: a real-time 3D creation and mobile monetization platform where gen-AI tools, on-device inference and ML-optimized ad auctions are bending developer unit economics and shifting share across games, XR, and simulation.
Due Diligence #17
Series: "Investor's Desk"
artificialintelligencemonaco.substack.com
October 3, 2025 at 2:48 PM
Not to 𝐜𝐡𝐚𝐬𝐞 𝐫𝐞𝐭𝐮𝐫𝐧𝐬. But to 𝐬𝐭𝐫𝐞𝐬𝐬-𝐭𝐞𝐬𝐭 our discipline against 𝐫𝐞𝐚𝐥-𝐰𝐨𝐫𝐥𝐝 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤𝐬.

Through our 𝐩𝐚𝐢𝐝 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧, we condense 𝐝𝐞𝐞𝐩-𝐝𝐢𝐯𝐞 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 into 𝐭𝐢𝐦𝐞-𝐬𝐚𝐯𝐢𝐧𝐠, 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 — no noise, just 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐝𝐚𝐭𝐚, 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐚𝐥 𝐭𝐨𝐨𝐥𝐬, and 𝐧𝐚𝐫𝐫𝐚𝐭𝐢𝐯𝐞 𝐜𝐨𝐧𝐭𝐞𝐱𝐭 to sharpen decision-making.
Due Diligence #17
Series: "Investor's Desk"
artificialintelligencemonaco.substack.com
October 3, 2025 at 2:48 PM
Publishing research is valuable, but ultimately qualitative. To prove our frameworks are not just 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥 but 𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞, we launched the 𝐀𝐈 𝐌𝐨𝐧𝐚𝐜𝐨 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 — a quantitative way to validate our work.
Due Diligence #17
Series: "Investor's Desk"
artificialintelligencemonaco.substack.com
October 3, 2025 at 2:48 PM