Generative Value
Eric Flaningam, Austin LyonsSharing learnings about tech & business.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Subscribers | Read | generativevalue.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Nvidia: Past, Present, and Future
"My will to survive exceeds almost everybody else's will to kill me." - Jensen Huang
The Inference Landscape
With OpenAI’s o1 announcement, inference finally peeks into the spotlight we’ve been expecting for the last year. Jensen has said things like, “Inference will be a billion times larger than it is today.” (A side note: From a number of queri...
The AI Semiconductor Landscape
Nvidia’s rise in the last 2 years will go down as one of the great case studies in technology.
Q3 '24 Hyperscaler Update: CapEx Growth Continues
Three things in hyperscaler-land continue to be true:
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Authors
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Learning about tech & investing.
Chipstrat & Futurence. MSEE + MBA + Product Manager.
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