Archive • Notes on Due Diligence & AI • Buttondown

Finding AI opportunities in companies that have never used AI

Most of the businesses we look at have never used AI. They are profitable companies run for decades on paper, fax, and hard-earned judgment. Assessing them...

Welcome, and where to start

Thanks for subscribing. I'm Roy Chen, AI Lead at WAY Equity Partners in Tokyo. I write field notes on AI technical due diligence and AI value creation in...