FundaAI

Identity

• X: none in vault
• Substack: FundaAI
• Real name: not disclosed
• Tier: ★★ paid (active)

Coverage

AI agents, memory, infrastructure. Note: also distinct from "Funda AI" (funda.ai) — see Funda AI tools skill which uses a different platform.

Notable content

• DeepINTC: Agentic AI and Supply Bottlenecks → connects INTC
• DeepKioxia: Not a Flash in the Pan → connects NAND, HBM, Kioxia (8,431-char paid post body extracted 2026-04 per log.md)

Cross-references

• INTC, NAND, HBM, Kioxia, ai-infrastructure