A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta| www.generativevalue.com
What Investors and Product People Should Know about DeepSeek Part 2: Navigating DeepSeek, Mistral, LLM Moats, and Distribution. And why Hermes Birkin might be the answer| artificialintelligencemadesimple.substack.com
Market share, revenue, and trends for Microsoft, Amazon, and Google| www.generativevalue.com