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The AI & Healthcare Opportunity
Part Two of How AI Can Help Improve the US Healthcare System
Jul 20
•
Eric Flaningam
73
9
A Primer on US Healthcare
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
Jun 2
•
Eric Flaningam
118
10
The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
Apr 27
•
Eric Flaningam
60
4
The Evolution of Digital Advertising
The History of Digital Ads, Aligning Incentives, and Business Models That Really Work
Apr 20
•
Eric Flaningam
53
6
The Evolution of Marketplaces
A Primer on the Past, Present, and Future of the Marketplace Business Model
Mar 30
•
Eric Flaningam
61
3
A Deep Dive on Inference Semiconductors
Disruption, The Memory Wall, and Software Moats
Jan 19
•
Eric Flaningam
126
8
The Unstructured Data Landscape
Some thoughts on the infrastructure of a new wave of applications (robotics, autonomy, agents).
Jan 12
•
Eric Flaningam
48
2
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.
Dec 17, 2024
•
Eric Flaningam
43
5
The Inference Landscape
An overview of the technology, market, and trends in AI Inference
Nov 24, 2024
•
Eric Flaningam
124
5
The AI Semiconductor Landscape
An overview of the technology, market, and trends in AI semiconductors
Nov 10, 2024
•
Eric Flaningam
and
Austin Lyons
63
7
Nuclear's AI Opportunity
Nuclear's Big Tech Moment, the History of Nuclear, the Challenges Ahead, and Why I'm Excited
Oct 27, 2024
•
Eric Flaningam
68
4
AI Data Centers, Part 2: Energy
A Primer on Energy Markets, Technology, History, and Some Thoughts on the Path Forward
Oct 20, 2024
•
Eric Flaningam
77
5
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