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Ryan Orban

Ryan Orban

Subject
5 entries

Market Analysis

Bookmarks

  1. AI's $200B Question

    Sequoia Capital's 2023 analysis arguing that GPU capacity was being overbuilt relative to actual AI revenue, with $200B in GPU investment chasing far less in monetizable AI applications. A contrarian note during peak AI hype that proved partially prescient about the infrastructure overhang.

  2. The AI Unbundling (Stratechery)

    Ben Thompson's September 2022 analysis arguing that AI would unbundle integrated products by making the creation layer cheap — anyone could build a specialized alternative to an incumbent's bundled offering. One of the clearest early strategic framings of generative AI's market impact.

  3. CB Insights: State of AI Global 2021

    CB Insights' 2021 State of AI report documents the record-breaking private market funding, dealmaking, and exit activity for AI companies globally, capturing the market right before the LLM era reshaped it. A useful historical benchmark for how differently the AI investment landscape looked before transformers became mainstream.

  4. Messari Crypto Theses for 2022

    Ryan Selkis's flagship Messari annual crypto report for 2022 — a ~120-page deep dive into every major sector of the crypto market including DeFi, NFTs, DAOs, L1s, and regulatory outlook. Indispensable primary source for understanding the state of crypto at the 2021/2022 peak.

  5. Gartner: AWS Five Times the Size of Cloud Competitors Combined

    Gartner's 2013 finding that AWS infrastructure capacity was five times the next 14 cloud providers combined — the market share number that made AWS's dominance narrative concrete and widely quoted. A useful baseline for understanding how lopsided the early cloud market was.

All bookmarks