#AI-market

4 posts

Evans and Jensen both treat the model as a commodity, then split on whether value flows up to apps or down to infrastructure

Three-scenario analysis (Bull/Base/Bear) of the AI market's $660B CapEx and survival strategies by segment

Dissecting NVIDIA H100's 88% margin structure, analyzing how the AI chip monopoly impacts the ecosystem, and examining 3 scenarios for disruption

All Posts

Evans and Jensen both treat the model as a commodity, then split on whether value flows up to apps or down to infrastructure

Three-scenario analysis (Bull/Base/Bear) of the AI market's $660B CapEx and survival strategies by segment

Dissecting NVIDIA H100's 88% margin structure, analyzing how the AI chip monopoly impacts the ecosystem, and examining 3 scenarios for disruption

First installment of a series analyzing the AI market across three layers: infrastructure ($500B+), platform ($18B+), and applications ($80B+)