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slate

@indithesis

Presentations, data, links of interest; in no particular order

167 posts

May 7

Smartphone operating systems market share

May 5

$1.1trn in 2027 hyperscaler spending

via Morgan Stanley

Apr 21

AI supply chain layer composition by jurisdiction, by valuation in 2025

Full paper here

Dec 10, 2025

Semiconductor startups

Link here

Nov 19, 2025

GPU depreciation economics

#technology #ai

Nov 13, 2025

AI chip forecast

#technology #ai

Oct 30, 2025

#technology #ai

Oct 17, 2025

Share of training v inference in AI

From IDC

#technology #ai

Oct 14, 2025

Mapping AI circularity

From Morgan Stanley

Oct 8, 2025

Data centre economics

May 13, 2025

Cost of making iPhone in India

From here.

#technology #india

Mar 26, 2025

China, India, US in 2075

China and India are projected to be larger than the US by 2075, but the US will remain more than twice as rich as both.

From a Goldman Sachs report

Mar 25, 2025

Rare earth minerals

From The Economist

Mar 19, 2025

The largest 0.01% of companies drive value

From Prosus report

#startups #europe #asia

Mar 15, 2025

Western values score

Via JP Morgan

Feb 13, 2025

Indian donor data: women donate the most and receive the least

Paper here.

#healthcare #india

Jan 15, 2025

Learning from Portugal on healthcare

Full piece here.

slate @indithesis - Tumblr Blog | Tumgag