Generative Value

Generative Value

Home
Industries
Companies
Market Updates
Hypotheses
Investing Lessons
Archive
About

Industries

The AI & Healthcare Opportunity
Part Two of How AI Can Help Improve the US Healthcare System
 • 
Eric Flaningam
A Primer on US Healthcare
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
 • 
Eric Flaningam
The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
 • 
Eric Flaningam
The Evolution of Digital Advertising
The History of Digital Ads, Aligning Incentives, and Business Models That Really Work
 • 
Eric Flaningam
The Evolution of Marketplaces
A Primer on the Past, Present, and Future of the Marketplace Business Model
 • 
Eric Flaningam
A Deep Dive on Inference Semiconductors
Disruption, The Memory Wall, and Software Moats
 • 
Eric Flaningam
The Unstructured Data Landscape
Some thoughts on the infrastructure of a new wave of applications (robotics, autonomy, agents).
 • 
Eric Flaningam
A Primer on EDA: Software for Semiconductors
The first in a several-part series on the history, technology, markets, and outlook for one of the most important software industries in the world.
 • 
Eric Flaningam
The Inference Landscape
An overview of the technology, market, and trends in AI Inference
 • 
Eric Flaningam
The AI Semiconductor Landscape
An overview of the technology, market, and trends in AI semiconductors
 • 
Eric Flaningam
 and 
Austin Lyons
Nuclear's AI Opportunity
Nuclear's Big Tech Moment, the History of Nuclear, the Challenges Ahead, and Why I'm Excited
 • 
Eric Flaningam
AI Data Centers, Part 2: Energy
A Primer on Energy Markets, Technology, History, and Some Thoughts on the Path Forward
 • 
Eric Flaningam
© 2025 Eric Flaningam · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture