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
The Android Show 2026: Android’s Intelligence System Era
Google’s Android Show was more important than a pre-I/O feature preview. It was the clearest evidence yet that Google’s decision to give Android its own stage is the right one. Google started carving Android out this way last year, and this year’s show made the case for continuing that separation much stronger. The continued separation…
Googlebook is a Post-OS Bet
Google announced Googlebook today, and the most useful sentence in the entire post is one Alex Kuscher slips in early: “moving from an operating system to an intelligence system.” That line tells you how to read everything that follows. What Google didn’t sell For months the industry conversation was about Aluminium, the Android-based unified desktop…
The E/AI Index: Budget Architecture and the Next Phase of Enterprise AI Adoption
How CIOs and CTOs are funding AI, where deployment is moving into production, and which vendor categories are exposed as AI shifts from experimentation to budget reallocation From AI Usage to AI Earnings Power Ben Bajarin · May 5 Read full story From Model Wars to Platform Wars Ben Bajarin · May 7 Read full…
Microsoft’s New Work Data Has a Surprise: AI Is Expanding Human Agency, Not Shrinking It
The dominant fear going into the AI era was that machines would hollow out work, taking over not just repetitive tasks but the thinking behind them. Microsoft’s 2026 Work Trend Index, which draws on trillions of anonymized Microsoft 365 productivity signals and a survey of 20,000 workers across 10 countries, tells a more complicated story.…
From AI Usage to AI Earnings Power
Research Series Note: We are spending the next several reports on the AI monetization question from three angles. Today’s note focuses on what customer evidence is telling us about AI ROI. Thursday’s report will look at how we see the AI platform war evolving as value capture moves from models to workflows, data, and control points.…
Apple Q2 FY2026 Earnings Analysis: Demand Strength Meets a New Supply Constraint
Apple delivered a record March quarter, with revenue of $111.2B, up 17% YoY, and diluted EPS of $2.01, up 22% YoY. The quarter was strong enough to beat consensus on both revenue and EPS, but the call’s center of gravity was not the beat. It was the shape of demand, the Mac supply bottleneck, and the increasing margin pressure…
Scorpio X-Series 320-lane switch from @AsteraLabs
It has a very high radix, so it can connect more GPUs per switch
That means fewer hops, which lowers latency and improves GPU-to-GPU bandwidth
It can also reduce system cost because fewer switches are needed
$ALAB
Helpful illustration to help you understand @MicronTech's portfolio + today's 6600 SSD announcement.
$MU