Generative Value

Generative Value

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The Siren Song of Advertising

Q1 '25 Cloud Update: Risk-Adjusted AI

The Current State of Digital Advertising

The Evolution of Digital Advertising

Salesforce & AI Strategy

The Evolution of Marketplaces

Databricks and the Future of Data

On the Lifecycle of Industries

The Current State of AI Markets

The Future of Foundation Model Business Models

OpenAI, Part 3: The (Probabilistic) Future of OpenAI

OpenAI, Part 2

Q4' 24 Hyperscaler Report: AI Supply & AI Demand

OpenAI, Part 1

AI as Electricity

A Deep Dive on Inference Semiconductors

The Unstructured Data Landscape

SpaceX: The Story of Space Disruption

© 2025 Eric Flaningam
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