Free Software - by Eric Flaningam - Generative Value
How do you build sustainable business models in the age of AI-generated code?| www.generativevalue.com
How do you build sustainable business models in the age of AI-generated code?| www.generativevalue.com
Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS| www.generativevalue.com
Part Two of How AI Can Help Improve the US Healthcare System| Generative Value
An Analysis of 30 Years of Tech Returns, Value Accretion, Lessons, and What it Means Moving Forward| www.generativevalue.com
Zuck’s Vision and Why Meta’s Spending so Much on Talent| www.generativevalue.com
A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today| Generative Value
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion| www.generativevalue.com
A deep dive on TSMC: How TSMC disrupted the semiconductor industry, its current state, and its path ahead.| www.generativevalue.com
A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta| www.generativevalue.com
The Shifting of Attention, Regulation, and Social Media’s Evolution| Generative Value
The History of Digital Ads, Aligning Incentives, and Business Models That Really Work| www.generativevalue.com
A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains| Generative Value
A Primer on the Past, Present, and Future of the Marketplace Business Model| www.generativevalue.com
A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company| Generative Value
Two Roads Diverge: AI's Rise and Software's Consolidation| Generative Value
The March 2025 edition: A quantitative analysis of where value has accrued; AI Supply and AI Demand; The Long Tail of Applications| www.generativevalue.com
What’s the path to profitability for OpenAI, Anthropic, xAI, and others?| Generative Value
Thoughts on the future of the AI company| www.generativevalue.com
Technology, Business Model, Financials, and Competitive Landscape for the AI Giant| Generative Value
The History of OpenAI| www.generativevalue.com
A deep dive on SpaceX's history, business and technology today, and the future outlook for the business| www.generativevalue.com
The Story of Generative Value: Where We’ve Been and Where We’re Going| www.generativevalue.com
Market share, revenue, and trends for Microsoft, Amazon, and Google| www.generativevalue.com
A Primer on Energy Markets, Technology, History, and Some Thoughts on the Path Forward| www.generativevalue.com
An overview of the history, technology, and companies exposed to the AI data center buildout| www.generativevalue.com
A Quantitative Look at where Value has accrued in the AI Value Chain| www.generativevalue.com
An Overview of the History, Market, and Trends in CAD, Simulation, and EDA software| www.generativevalue.com
An overview of cloud history, technology, and markets.| www.generativevalue.com
