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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
244
9
40
2025 Annual Letter
An Estimation of Underestimations
Jan 4
•
Eric Flaningam
27
5
3
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
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Eric Flaningam
58
4
7
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A Primer on Data Centers
Feb 4, 2024
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Eric Flaningam
462
15
56
An Overview of the Semiconductor Industry
Nov 16, 2023
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Eric Flaningam
196
22
27
Data Industry Primer
Jan 7, 2024
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Eric Flaningam
222
27
24
A Primer on AI Data Centers
Oct 13, 2024
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Eric Flaningam
154
6
35
A Primer on US Healthcare
Jun 2, 2025
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Eric Flaningam
121
10
24
Where do Tech Returns Come From?
Jul 8, 2025
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Eric Flaningam
141
13
36
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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
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Eric Flaningam
48
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
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Eric Flaningam
80
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
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Eric Flaningam
76
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
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Eric Flaningam
141
13
36
Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
Jun 24, 2025
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Eric Flaningam
60
4
6
Toast: A Recipe for Building a System of Record
A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today
Jun 16, 2025
•
Eric Flaningam
47
7
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