Feed · Eric Flaningam, VC @ Felicis

Generative Value

40 posts indexed0 in the last 30 daysVisit site ↗

Monday, 4 May 2026

1 piece

The Hyperscalers & The Compute Crunch (Quarterly Update)

Monday, 9 February 2026

1 piece

Q4 ‘25 Cloud Update (What’s going on with software?)

Sunday, 4 January 2026

1 piece

2025 Annual Letter

Thursday, 6 November 2025

1 piece

Thoughts on the Hyperscalers (Q3 '25 Update)

Tuesday, 26 August 2025

1 piece

Open Source Business Models: Notes on Profiting from Free Software

Sunday, 10 August 2025

1 piece

Free Software & The Future of Software Business Models

Monday, 4 August 2025

1 piece

Q2 ‘25 Cloud Update: CapEx Keeps Rising!

Sunday, 20 July 2025

1 piece

The AI & Healthcare Opportunity

Tuesday, 8 July 2025

1 piece

Where do Tech Returns Come From?

Tuesday, 24 June 2025

1 piece

Meta's AI Strategy

Monday, 16 June 2025

1 piece

Toast: A Recipe for Building a System of Record

Monday, 2 June 2025

1 piece

A Primer on US Healthcare

Monday, 19 May 2025

1 piece

TSMC: The Index on Technology

Sunday, 11 May 2025

1 piece

The Siren Song of Advertising

Sunday, 4 May 2025

1 piece

The Hyperscalers & Risk-Adjusted AI

Sunday, 27 April 2025

1 piece

A Primer on Digital Advertising

Sunday, 20 April 2025

1 piece

The Evolution of Digital Advertising

Sunday, 6 April 2025

1 piece

Salesforce & AI Strategy

Sunday, 30 March 2025

1 piece

The Evolution of Marketplaces

Sunday, 23 March 2025

1 piece

Databricks and the Future of Data

Saturday, 15 March 2025

1 piece

On the Lifecycle of Industries

Sunday, 9 March 2025

1 piece

The Current State of AI Markets

Sunday, 2 March 2025

1 piece

The Future of Foundation Model Business Models

Sunday, 23 February 2025

1 piece

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

Sunday, 16 February 2025

1 piece

OpenAI, Part 2

Sunday, 9 February 2025

1 piece

Q4' 24 Hyperscaler Report: AI Supply & AI Demand

Sunday, 2 February 2025

1 piece

OpenAI, Part 1

Sunday, 26 January 2025

1 piece

AI as Electricity

Sunday, 19 January 2025

1 piece

A Deep Dive on Inference Semiconductors

Sunday, 12 January 2025

1 piece

The Unstructured Data Landscape

Sunday, 5 January 2025

1 piece

SpaceX: The Story of Space Disruption

Sunday, 29 December 2024

1 piece

2024 Annual Letter

Tuesday, 17 December 2024

1 piece

A Primer on EDA: Software for Semiconductors

Sunday, 8 December 2024

1 piece

A Deep Dive on the Power Law

Sunday, 1 December 2024

1 piece

Nvidia: Past, Present, and Future

Sunday, 24 November 2024

1 piece

The Inference Landscape

Sunday, 10 November 2024

1 piece

The AI Semiconductor Landscape

Sunday, 3 November 2024

1 piece

Q3 '24 Hyperscaler Update: CapEx Growth Continues

Sunday, 27 October 2024

1 piece

Nuclear's AI Opportunity

Sunday, 20 October 2024

1 piece

AI Data Centers, Part 2: Energy

About

AUTHOR
Eric Flaningam

SITE
www.generativevalue.com/