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Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
Jun 24
•
Eric Flaningam
60
4
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
•
Eric Flaningam
46
7
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
•
Eric Flaningam
65
4
Salesforce & AI Strategy
A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains
Apr 6
•
Eric Flaningam
45
9
Databricks and the Future of Data
A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company
Mar 23
•
Eric Flaningam
63
OpenAI, Part 3: The (Probabilistic) Future of OpenAI
Thoughts on the future of the AI company
Feb 23
•
Eric Flaningam
26
1
OpenAI, Part 2
Technology, Business Model, Financials, and Competitive Landscape for the AI Giant
Feb 16
•
Eric Flaningam
60
5
OpenAI, Part 1
The History of OpenAI
Feb 2
•
Eric Flaningam
92
4
SpaceX: The Story of Space Disruption
A deep dive on SpaceX's history, business and technology today, and the future outlook for the business
Jan 5
•
Eric Flaningam
53
10
Nvidia: Past, Present, and Future
A deep dive on Nvidia's history, business and technology today, and the future outlook for the business
Dec 1, 2024
•
Eric Flaningam
61
8
Databricks & the Future of Data
A summary of Databricks, the data industry, and if I'll invest in the Databricks IPO.
May 27, 2023
•
Eric Flaningam
23
8
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