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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
iPhone Duo: First Impressions After a Week
I have been using iPhone Duo for about a week. At launch, I wrote in iPhone Duo: What Apple Bought by Waiting that while I liked the hardware, I was
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Creative Strategies
iPhone Duo Review: Apple Nailed This iPhone
Apple’s foldable iPhone is a joy to use. After six days with iPhone Duo, here’s how its display, multitasking, battery life and cameras stack up.
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Creative Strategies
AMD Has More Than One Way Into the AI Budget
AMD Series · Part 1 of 3 Why agentic AI makes the case for a systems and silicon provider, and how large the markets around it can become AMD's
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Creative Strategies
RTX Spark: Entering the Age of Preference
By Max Weinbach We're in the age of preference. RTX Spark gets Windows close enough to the performance I've liked so much in the M5 Macs
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Creative Strategies
Apple Brings the Home Into View
Apple HomeView, the $299 home device Apple announced today, is a square 7-inch display that brings the household and the individual together on one screen. Its use cases are
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Creative Strategies
Google's Gemini Agent Bets on Governance and Model Choice
At Gemini at Work 2026 on October 8, Google Cloud CEO Thomas Kurian introduced the Gemini agent: one agent that answers questions, carries out multi-step work and writes and
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Creative Strategies
Amazon's Alexa Tablets Make a Real Case Against the iPad Air
The new Amazon Alexa Tablets, announced on October 8 in a post on the About Amazon news site by Kevin Keith, Vice President of Devices, are the first Amazon tablets
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Creative Strategies
Hybrid AI and Trust Are Why the Surface Laptop Ultra Exists
Hybrid AI Set the Terms Microsoft opened its Windows and Surface event in San Francisco on October 7 with Satya Nadella, Microsoft CEO, and Pavan Davuluri, executive vice president of
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Creative Strategies
Qualcomm Makes Its Case for the Phone as AI Hub
Qualcomm came to Maui for their annual Snapdragon Summit with the clearest version of its AI strategy I have heard from the company, and with the same structural limit it
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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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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
Ask our research a question, and see where the answer came from
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
- 03 Meridian and Horizon add our maintained models, up to full scenario controls
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
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Microsoft Surface at Snapdragon Summit
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Bit by Bit | Apple Surprise and Shine Event
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WWDC 2026: No Hype Required
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