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See what changes across technology, and what it means for your business.
Our coverage spans the full stack, which means we can show clients how shifts in one part of the market reshape the opportunities in another. That range informs everything we offer.
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We connect what is happening in technology with what customers actually want, helping you see where the market is headed.
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Since 1969, we have helped companies make sense of major technology shifts, from the early days of personal computing to the rise of AI.
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Latest research
Research that explains how change moves through the technology industry.
Creative Strategies
Apple’s AI Strategy Starts With the iPhone
One of the more important ideas Apple put forward at its event was also one of the most familiar. The iPhone is becoming your personal intelligence hub. Think about what
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Creative Strategies
iPhone Duo: What Apple Bought by Waiting
iPhone Duo is what vertical integration looks like when it works. Samsung and Honor have shipped good folding hardware for years. Apple is the first to ship the operating system that earns it.
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Creative Strategies
Google's new event strategy is great
This may sound weird to those who aren't in the media/influencer/analyst/tech event scene, which is likely the vast majority of people reading this, but I
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Creative Strategies
Copilot Seats Are the Bridge for Agents
Microsoft disclosed more than 30 million paid Microsoft 365 Copilot seats this week, and the number works best read as an installation count. Every paid seat puts Work IQ inside a customer’s tenant, the context layer over roles, projects, artifacts and institutional knowledge that Microsoft’s agents
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Creative Strategies
The Z Fold8 Widens Samsung’s Foldable Range
Samsung expands its portfolio by adding a new form factor to the Galaxy Z family. The original Z Fold becomes the Z Fold8 Ultra, the Flip remains as the Z Flip8, and the new Z Fold8 slots in between. The lineup now offers three distinct experiences, positioned around productivity, content discovery,
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Creative Strategies
GPT-5.6, the Diligence Stack Agent Bench, and Why Practical Agent Benchmarks Need to Get Real
Most AI benchmarks still do a mediocre job of explaining how useful models are in the kinds of agentic workflows businesses actually care about. That is not because benchmarks are useless. They are useful. But many of them are still optimized around narrow tasks, coding-heavy environments, academic-
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Creative Strategies
Intel’s New G3 Extreme Shows Why PC Handhelds Will Keep Growing
I have a habit when I review gaming hardware: I use the review as an excuse to finally play something I have been putting off. The RTX 5090 was my excuse to play Alan Wake 2, and I loved that game. The MSI Claw 8 EX AI+ became my excuse to restart Marvel’s Spider-Man 2,…
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Creative Strategies
The Web Was Not Built for Agents. AWS Is Starting to Fix That
The web’s transaction model was designed for humans. You visit a page, see an ad, click a link, or buy something. Every monetization mechanism built over the past three decades, advertising, subscriptions, paywalls, affiliate revenue, assumes a person made a choice. That assumption is breaking. At A
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Creative Strategies
WWDC 2026: Apple Kept It Real
No Overpromising, Meeting Users Where They Are At WWDC, the expectation is for a long list of new features rolling across every OS Apple supports in its portfolio. This year, Apple reframed that. Rather than leading with what is new, the keynote centered on perfecting and homogenizing the experience
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The Diligence Stack
AI’s Inference Era of Ferment
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The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
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The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
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The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
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Chipstrat
Open Models & American Diffusion; Nvidia & Poolside
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Chipstrat
NPO State of the Union
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Chipstrat
Build Your Own DRAM Supply Model
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Chipstrat
AMD on Agentic CPUs, and Why There's No One Size Fits All
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
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The Heart of Tech
When Climate AI Has to Measure Its Own Cost
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The Heart of Tech
Samsung’s Smart Glasses Enter a Difficult Moment
Read on SubstackCreative Strategies Atlas Available now
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Atlas is available now with a Diligence Stack subscription. It reads across the research and models we publish, answers in plain language, and shows the passages behind every claim, so you can check the reasoning as quickly as you get the answer.
- 01 Landmark includes The Diligence Stack, CS Atlas, and Atlas Agent
- 02 Every answer cites the reports, notes, and data it came from
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CS AtlasCreative Strategies research
Your question
What determines whether an AI factory earns an acceptable return?
Returns depend on how much capacity is actually used.
An AI factory pays off when its computing power is put to work. Electricity, setup time, and the right mix of workloads all shape how much value it creates.
4 reports · 2 maintained models
[1] AI Factory Economics[2] Compute Utilization ModelCreative Strategies media
See the analysis in motion.
Latest video · August 12, 2026
AMD on Agentic CPUs, and Why There's No One Size Fits All
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Latest video · August 10, 2026
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
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Latest video · June 9, 2026
WWDC 2026: No Hype Required
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