Generative Value
Eric FlaningamSharing learnings about great businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 63 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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generativevalue.comLatest Issues
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.
If we take a step back, just over two years ago, OpenAI ha...
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)
Admittedly, I wanted this article to be a follow-up to my la...
Free Software & The Future of Software Business Models
Outside of ChatGPT/Claude, coding has been AI’s killer use case. AI has made software development far cheaper and easier, and that trend will only continue.
This rise has been well-publicized, but it feels to me like people leave the argum...
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Authors
The writers behind this newsletter.
Learning about tech & investing. Partner @ Felicis.
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