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Generative Value

Eric Flaningam, Austin Lyons

Sharing learnings about tech & business.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues42
SubscribersRead generativevalue.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Future of Foundation Model Business Models

With Anthropic’s new funding round, three foundation model companies are now three of the ten most valuable unicorns in the world.

a month ago
30
3

OpenAI, Part 3: The (Probabilistic) Future of OpenAI

In Part 1 of my OpenAI deep dive, I said how important OpenAI is. In Part 2, I said they might be as complex as they are important. For Part 3, I’ll add to that: they might be as interesting as they are complex!

a month ago
17
1

OpenAI, Part 2

As I said in my first OpenAI article, “If there’s one company to study to understand AI, it’s OpenAI.”

a month ago
47
3

Q4' 24 Hyperscaler Report: AI Supply & AI Demand

For new readers since my last quarterly update, I like to publish a quarterly update on hyperscaler performance and commentary.

2 months ago
39
4

Authors

The writers behind this newsletter.

  • Eric Flaningam

    Learning about tech & investing.

  • Austin Lyons

    Chipstrat & Creative Strategies. MSEE + MBA.

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