Forward Feed: Substack writings

This is an interactive knowledge base composed of all of Forward Feed's Substack posts, by Daniel P. - try chatting with it!

For the original posts, see: https://danielp1.substack.com/

Topics covered include:

• The evolution of the AI market through the Flybridge AI Index, documenting the performance and strategic positioning of public companies across compute, infrastructure, and application layers from 2023-2025
• The transition from AI hype to tangible value creation, citing case studies from ServiceNow, Google and Meta
• Strategic responses to disruption, including aggressive M&A activity (e.g. Microsoft, IBM)
• The emergence of AI-enabled devices
• The critical question of whether $600B+ in AI infrastructure investment will translate into sustained application-layer value