Strategy & Economics
Where AI Value Accrues: Benedict Evans and Jensen Huang's Two Maps
Evans and Jensen both treat the model as a commodity, then split on whether value flows up to apps or down to infrastructure
#value-chain
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Strategy & Economics
Where AI Value Accrues: Benedict Evans and Jensen Huang's Two Maps
Evans and Jensen both treat the model as a commodity, then split on whether value flows up to apps or down to infrastructure
Strategy & EconomicsWICHI
SEO Ecosystem vs GEO Ecosystem - Value Chain Comparison
Predicting the 5-stage GEO value chain based on 20 years of SEO history, analyzing business opportunities and preemptive strategies for infrastructure, analytics, and specialized media.