Eric (@ericflaningam) 's Twitter Profile
Eric

@ericflaningam

Tech research, value investing, and data visualization | Author of Generative Value | Felicis Ventures

ID: 1633592070429458435

linkhttps://www.generativevalue.com calendar_today08-03-2023 22:15:11

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Eric (@ericflaningam) 's Twitter Profile Photo
Eric
@ericflaningam

5 months ago

I just published an updated Current State of AI Markets. I published my last one six months ago, when the topic du jour was “ROI on AI.” At an aggregate level, we’ve seen revenue accrue to the following categories: 1. Semiconductor Ecosystem: ~$160B 2. Data Center

I just published an updated Current State of AI Markets. I published my last one six months ago, when the topic du jour was “ROI on AI.” At an aggregate level, we’ve seen revenue accrue to the following categories: 1. Semiconductor Ecosystem: ~$160B 2. Data Center