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The Current State of AI Markets
A Quantitative Look at where Value has accrued in the AI Value Chain
Sep 8, 2024
•
Eric Flaningam
249
10
41
Q4 ‘25 Cloud Update (What’s going on with software?)
And what does it mean for the hyperscalers?
Feb 9
•
Eric Flaningam
31
6
3
2025 Annual Letter
An Estimation of Underestimations
Jan 4
•
Eric Flaningam
37
6
5
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A Primer on Data Centers
Feb 4, 2024
•
Eric Flaningam
748
22
94
An Overview of the Semiconductor Industry
Nov 16, 2023
•
Eric Flaningam
225
23
32
Data Industry Primer
Jan 7, 2024
•
Eric Flaningam
240
27
27
A Primer on AI Data Centers
Oct 13, 2024
•
Eric Flaningam
155
6
35
A Primer on US Healthcare
Jun 2, 2025
•
Eric Flaningam
125
10
25
Where do Tech Returns Come From?
Jul 8, 2025
•
Eric Flaningam
142
13
36
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Thoughts on the Hyperscalers (Q3 '25 Update)
A shifting value chain (OpenAI and Anthropic gaining importance) and what it means for the cloud providers; also market share, CapEx, and revenue growth…
Nov 6, 2025
•
Eric Flaningam
60
4
7
Open Source Business Models: Notes on Profiting from Free Software
How open source companies have historically captured value, commoditizing your complement, and value creation vs value capture.
Aug 26, 2025
•
Eric Flaningam
52
2
10
Free Software & The Future of Software Business Models
How do you build sustainable business models in the age of AI-generated code?
Aug 10, 2025
•
Eric Flaningam
81
7
18
Q2 ‘25 Cloud Update: CapEx Keeps Rising!
Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS
Aug 4, 2025
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Eric Flaningam
53
11
9
The AI & Healthcare Opportunity
Part Two of How AI Can Help Improve the US Healthcare System
Jul 20, 2025
•
Eric Flaningam
78
10
11
Where do Tech Returns Come From?
An Analysis of 30 Years of Tech Returns, Value Accretion, Lessons, and What it Means Moving Forward
Jul 8, 2025
•
Eric Flaningam
142
13
36
Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
Jun 24, 2025
•
Eric Flaningam
60
4
6
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