Generative Value
Eric FlaningamSharing learnings about great businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 63 | Subscribers | Read | generativevalue.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q4 ‘25 Cloud Update (What’s going on with software?)
Given that they’re at the center of the tech ecosystem, I write a quarterly update on the hyperscalers (Amazon, Microsoft, Google, and kind of Meta). For the last few quarters, this commentary has focused primarily on CapEx investments (whi...
2025 Annual Letter
It’s hard to say something that hasn’t already been said. I’ve felt it more and more as LLMs can now say anything we ask them to. More than ever, quality matters so much more than quantity, ergo the delayed publishing pace from me on this n...
Thoughts on the Hyperscalers (Q3 '25 Update)
I write one quarterly series on Generative Value: a quarterly update on the state of the hyperscalers (Microsoft, Amazon, Google, and kind of Meta). This quarter felt unique to me.
Open Source Business Models: Notes on Profiting from Free Software
“The barrier to entry is very low. The barrier to excellence is very high.” - Neil Mehta on Venture Capital (Repurposed by Eric Flaningam, Referring to Software Businesses Today)
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Authors
The writers behind this newsletter.
Learning about tech & investing. Partner @ Felicis.
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