Proven counsel based on tailored analysis, data-driven insights, and broad market understanding. Your success is our mission.
DELIGHT
SCALE
Product Experience Measurement Reimagined
With the Delight Scale, we crafted the 10 best questions to capture customer experience. The results are scored, weighted, and aggregated into a product’s Delight Score. This approach has proven to lead to a much more holistic measurement of customer experience, and actionable product insights to truly separate great products from average ones. Delight is the bedrock of every loyal and engaged customer.
Learn moreWhy Use the Delight Scale?
Whether we look at the consumer market or the enterprise market, we are witnessing a transition from hardware, software, and service as an individual source of value to the total experience that arises from their combination. It is about the overarching experience a user receives that distinguishes a good product and a great product. Understanding how the different parts of the offering or even the different features of one component contribute to the overall experience provides valuable insights.
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Latest Articles From Our Team
M5 Max: Chiplets, Thermals, and Performance per Watt
Here’s the conclusion up front: M5 Max is the most impressive piece of silicon I’ve used in a laptop. It’s more efficient and more performant, theoretically cheaper and more sustainable to manufacture with less waste, an AI powerhouse, and still runs in a laptop that lasts all day. I can’t think of an SoC or…
Copper to Fiber Part 2
In Part 1 we laid out the case for the copper-to-fiber transition via the physics forcing function, the superlinear scaling of connectivity costs, and the TAM repricing that we believe is still underappreciated. Part 2 is our continuation where we connect the thesis to specific companies, specific timelines, and specific risks. We profile nine companies…
Copper to Fiber: The Connectivity Inflection in AI Infrastructure
Key thesis: Connectivity is becoming the binding constraint in AI infrastructure. This will only compound with inference at scale. The transition from copper to optical interconnects is structural and the braoder market is mispricing the secular growth embedded in this shift. The Thesis As GPU clusters scale toward millions of accelerators, the physical medium linking…
Anthropic and the Intelligence Utility Thesis
Anthropic just raised $30 billion at a $380 billion valuation and that got most of the headlines, though the more telling figure is the $14 billion current annualized revenue run-rate, achieved less than three years after the company booked its first dollar. Salesforce required 16 years to reach $14 billion in annual revenue. Anthropic has…
Who is Safe in SaaS? The Lens Via our Data Moat Scorecard
There is a physical infrastructure dimension to the AI and software story that the market-level debate entirely overlooks. In conversations we had with Michael Dell, and other Dell executives last summer, a thesis emerged that we believe will reshape how enterprises interact with software over the next three to five years. Michael Dell’s perspective is…
Memory’s $200B Inflection
The memory semiconductor industry went from roughly $85–90 billion in revenue at its 2023 trough to a trajectory that reaches $800–850 billion by 2027. That is roughly a 9× increase in four years. No segment of the semiconductor industry has ever grown this fast at this scale. The numbers forecasted, at approximately $550–570 billion in…
