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Generative Value

Eric Flaningam analyzes cloud infrastructure, hyperscaler economics, AI applications, and software business models through quarterly updates and deep dives. This page collects 40 posts published between October 2024 and May 2026.

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
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