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Generative Value

Substack

Articles

8

Companies covered

9

Sectors

3

Countries

2

Research Articles

Meta's AI Strategy

Jun 24, 2025

Toast: A Recipe for Building a System of Record

Jun 16, 2025

TSMC: The Index on Technology

May 19, 2025

Q1 '25 Cloud Update: Risk-Adjusted AI

May 4, 2025

Salesforce & AI Strategy

Apr 6, 2025

Nvidia: Past, Present, and Future

Dec 1, 2024

Q3 '24 Hyperscaler Update: CapEx Growth Continues

Nov 3, 2024

IBM's Cloud Disruption

Jan 21, 2024

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