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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
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Eric Flaningam
223
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The Current State of AI Markets
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A Primer on Data Centers
Feb 4, 2024
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Eric Flaningam
404
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A Primer on Data Centers
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An Overview of the Semiconductor Industry
Nov 16, 2023
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Eric Flaningam
161
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An Overview of the Semiconductor Industry
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19
Data Industry Primer
Jan 7, 2024
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Eric Flaningam
207
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Data Industry Primer
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27
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Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
Jun 24
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Eric Flaningam
42
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Meta's AI Strategy
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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
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Eric Flaningam
39
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Toast: A Recipe for Building a System of Record
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A Primer on US Healthcare
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
Jun 2
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Eric Flaningam
101
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A Primer on US Healthcare
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9
TSMC: The Index on Technology
A deep dive on TSMC: How TSMC disrupted the semiconductor industry, its current state, and its path ahead.
May 19
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Eric Flaningam
62
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TSMC: The Index on Technology
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The Siren Song of Advertising
How will ads affect AI business models?
May 11
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Eric Flaningam
39
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The Siren Song of Advertising
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Q1 '25 Cloud Update: Risk-Adjusted AI
A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta
May 4
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Eric Flaningam
51
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Q1 '25 Cloud Update: Risk-Adjusted AI
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The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
Apr 27
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Eric Flaningam
54
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The Current State of Digital Advertising
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