Generative Value
@generativevalue.skystack.xyz
Sharing learnings about great businesses.
This is an automated Substack Account of https://generativevalue.substack.com
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This is an automated Substack Account of https://generativevalue.substack.com
Discover more/Create at: @skystack.xyz
Thoughts on the Hyperscalers (Q3 '25 Update) • A shifting value chain (OpenAI and Anthropic gaining importance) and what it means for the cloud providers; also market share, CapEx, and revenue growth updates.
Thoughts on the Hyperscalers (Q3 '25 Update)
A shifting value chain (OpenAI and Anthropic gaining importance) and what it means for the cloud providers; also market share, CapEx, and revenue growth updates.
www.generativevalue.com
November 24, 2025 at 11:24 AM
Thoughts on the Hyperscalers (Q3 '25 Update) • A shifting value chain (OpenAI and Anthropic gaining importance) and what it means for the cloud providers; also market share, CapEx, and revenue growth updates.
Open Source Business Models: Notes on Profiting from Free Software • How open source companies have historically captured value, commoditizing your complement, and value creation vs value capture.
Open Source Business Models: Notes on Profiting from Free Software
How open source companies have historically captured value, commoditizing your complement, and value creation vs value capture.
www.generativevalue.com
November 24, 2025 at 11:24 AM
Open Source Business Models: Notes on Profiting from Free Software • How open source companies have historically captured value, commoditizing your complement, and value creation vs value capture.
Free Software & The Future of Software Business Models • How do you build sustainable business models in the age of AI-generated code?
Free Software & The Future of Software Business Models
How do you build sustainable business models in the age of AI-generated code?
www.generativevalue.com
November 24, 2025 at 11:24 AM
Free Software & The Future of Software Business Models • How do you build sustainable business models in the age of AI-generated code?
Q2 ‘25 Cloud Update: CapEx Keeps Rising! • Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS
Q2 ‘25 Cloud Update: CapEx Keeps Rising!
Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS
www.generativevalue.com
November 24, 2025 at 11:24 AM
Q2 ‘25 Cloud Update: CapEx Keeps Rising! • Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS
The AI & Healthcare Opportunity • Part Two of How AI Can Help Improve the US Healthcare System
The AI & Healthcare Opportunity
Part Two of How AI Can Help Improve the US Healthcare System
www.generativevalue.com
November 24, 2025 at 11:24 AM
The AI & Healthcare Opportunity • Part Two of How AI Can Help Improve the US Healthcare System
Where do Tech Returns Come From? • An Analysis of 30 Years of Tech Returns, Value Accretion, Lessons, and What it Means Moving Forward
Where do Tech Returns Come From?
An Analysis of 30 Years of Tech Returns, Value Accretion, Lessons, and What it Means Moving Forward
www.generativevalue.com
November 24, 2025 at 11:24 AM
Where do Tech Returns Come From? • An Analysis of 30 Years of Tech Returns, Value Accretion, Lessons, and What it Means Moving Forward
Meta's AI Strategy • Zuck’s Vision and Why Meta’s Spending so Much on Talent
Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
www.generativevalue.com
November 24, 2025 at 11:24 AM
Meta's AI Strategy • Zuck’s Vision and Why Meta’s Spending so Much on Talent
Toast: A Recipe for Building a System of Record • A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today
Toast: A Recipe for Building a System of Record
A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today
www.generativevalue.com
November 24, 2025 at 11:24 AM
Toast: A Recipe for Building a System of Record • A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today
A Primer on US Healthcare • Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
A Primer on US Healthcare
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
www.generativevalue.com
November 24, 2025 at 11:24 AM
A Primer on US Healthcare • Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
The Siren Song of Advertising • How will ads affect AI business models?
The Siren Song of Advertising
How will ads affect AI business models?
www.generativevalue.com
November 24, 2025 at 11:24 AM
The Siren Song of Advertising • How will ads affect AI business models?
Q1 '25 Cloud Update: Risk-Adjusted AI • A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta
Q1 '25 Cloud Update: Risk-Adjusted AI
A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta
www.generativevalue.com
November 24, 2025 at 11:24 AM
Q1 '25 Cloud Update: Risk-Adjusted AI • A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta
The Current State of Digital Advertising • The Shifting of Attention, Regulation, and Social Media’s Evolution
The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
www.generativevalue.com
November 24, 2025 at 11:24 AM
The Current State of Digital Advertising • The Shifting of Attention, Regulation, and Social Media’s Evolution
Salesforce & AI Strategy • A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains
Salesforce & AI Strategy
A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains
www.generativevalue.com
November 24, 2025 at 11:24 AM
Salesforce & AI Strategy • A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains
The Evolution of Marketplaces • A Primer on the Past, Present, and Future of the Marketplace Business Model
The Evolution of Marketplaces
A Primer on the Past, Present, and Future of the Marketplace Business Model
www.generativevalue.com
November 24, 2025 at 11:24 AM
The Evolution of Marketplaces • A Primer on the Past, Present, and Future of the Marketplace Business Model
Databricks and the Future of Data • A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company
Databricks and the Future of Data
A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company
www.generativevalue.com
November 24, 2025 at 11:24 AM
Databricks and the Future of Data • A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company
On the Lifecycle of Industries • Two Roads Diverge: AI's Rise and Software's Consolidation
On the Lifecycle of Industries
Two Roads Diverge: AI's Rise and Software's Consolidation
www.generativevalue.com
November 24, 2025 at 11:24 AM
On the Lifecycle of Industries • Two Roads Diverge: AI's Rise and Software's Consolidation
The Future of Foundation Model Business Models • What’s the path to profitability for OpenAI, Anthropic, xAI, and others?
The Future of Foundation Model Business Models
What’s the path to profitability for OpenAI, Anthropic, xAI, and others?
www.generativevalue.com
November 24, 2025 at 11:24 AM
The Future of Foundation Model Business Models • What’s the path to profitability for OpenAI, Anthropic, xAI, and others?