Generative Value
Eric FlaningamSharing learnings about tech & business.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | generativevalue.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Primer on AI Data Centers
“As one financier observed at the time, the amount of money required by the burgeoning US electrical system was “bewildering” and “sounded more like astronomical mathematics than totals of round, hard-earned dollars.”” - [A description of t...
The Current State of AI Markets
Given the recent increased skepticism on the ROI of AI and the fear of a popping of the “AI Bubble”, I wanted to quantitively break down where revenue has occurred thus far in the AI Value Chain. My goal is to provide a comprehensive pictur...
Physical Design Software: The Strongest Moats in Software
When we look back at the history of software, we see that nearly every category has seen waves of new companies that rode technology shifts to unseat incumbents. The cloud laid the path for much of this disruption. It fundamentally lowered ...
An Update on Cloud Markets and AI Value Creation
I like to provide a quarterly update on the hyperscalers as they give us the best gauge on technology markets as a whole. We get data across infra, cloud, and applications. For those interested in AI adoption, they also give us the best ins...
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