Book Review: Investing in AI: Six Mental Models to Tell Moats from Traps by Rob May

Rob May's book, Investing in AI: Six Mental Models to Tell Moats from Traps, offers a unique approach to AI investing by focusing on business fundamentals and sustainable competitive advantages rather than just technology hype. It emphasizes understanding how companies maintain moats as AI capabilities become commoditized and challenges traditional SaaS investment models in the AI era.