Proven counsel based on tailored analysis
and broad market understanding.
The full stack. The full picture.
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
Liquid Cooling: The Thermal Prerequisite for AI Infrastructure Scale
Prerequisite: 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure (March 2026). This report builds directly on that analysis and assumes familiarity with the power architecture transition it describes. 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure BEN BAJARIN · MAR 31 Read full story The Thesis Our view…
Storage Wars: When Memory and Storage Collapse Into One Layer
This report is a companion to our memory report found here: Memory’s $200B Inflection BEN BAJARIN · FEB 19 Read full story The market still tends to frame AI infrastructure demand through compute. In that view, storage is a downstream beneficiary. More accelerators ship, more storage gets attached. We think that framing is becoming less…
The Next Debate in Memory Is Duration, Not Demand
We believe the debate in memory has evolved from whether AI has created a real super cycle (the market has largely accepted that point) to what kind of market memory is becoming, how long the current earnings window can last, and what the first real signals of normalization will look like. Our view is that…
800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure
There is a dynamic that is still underappreciated as we think about AI infrastructure. The future of data center compute topology is unsettled and not set in stone. A lot is chaging, each year, and we expect significant advancements in compute capabilties, at the CPU, GPU, XPU, levels as architectures evovle, chiplet designs diffuse, and…
All About Agents: Cheap Tokens, Local Models, and Product Fit
Over the past year or so we’ve heard a lot about agents. Most of it hasn’t really happened, things have changed quickly, it’s hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a step back…
TSMC COUPE: Why the CoWoS Pattern Is Repeating in Silicon Photonics
While we understand why, much of the current narrative around the optical market is spent debating when co-packaged optics scales and which active optics vendors benefit first. We think the more important question is who controls the manufacturing platform that the transition depends on. That distinction matters because the connectivity stack is already moving from…
