Log in to CS Atlas

Creative Strategies ยท Atlas

Every report, note and model we publish, open to your questions.

CS Atlas is the research environment built on everything Creative Strategies publishes, plus work that goes deeper than the newsletter. Ask in plain language and get an answer grounded only in our research, with the reports, passages and models behind every claim one click away.

Open CS Atlas Watch Atlas work

Walkthrough

One question, from prompt to evidence in under a minute.

Pick a question. Atlas searches only Creative Strategies work, writes the answer, ties each claim to its source, and opens the model behind it when your plan includes one.

Ask this in Atlas Get access

Illustrative walkthrough. Passages shown are from published Creative Strategies material; subscriber answers draw on the full research record and cite each source.

What’s inside

What Atlas reads, and where to find it.

Our analysts sit in the briefings where companies explain their roadmaps, then track those claims through later earnings cycles against reported results. Atlas makes the publishable portion of that work searchable and source-linked, and it grows with every report we add.

Research archive

Company and market work across the full technology stack, so you can trace how our view developed over time.

Earnings notes

Reported results compared with our models, where conviction changed or held, and the evidence we will watch next quarter. Research, not ratings or stock picks.

Event takeaways

Launches and analyst briefings tied back to each company’s roadmap and competitive position, with the adoption evidence that should follow.

Management commentary

Publishable context from leadership meetings, and how it changes our reading of the company.

Data models

Dashboards and full workbooks from the CS Forecast Stack by plan: connected models from wafer fab equipment to enterprise AI spend, with Low, Base, High and Stretch scenarios.

Atlas Agent

The research agent that reads across all of it, answers in plain language and links every claim to the passage it came from.

How an answer is built

The evidence stays attached to the judgment.

  1. Ask

    Type the question in front of you: a market assumption, a company’s last three quarters, a technical change and who it affects.

  2. Retrieve

    Atlas searches only Creative Strategies reports, notes and the models your plan includes. It does not pull from the open web.

  3. Answer

    You get a plain-language answer with each claim numbered to the passage that supports it.

  4. Verify and continue

    Open the report or model behind any claim, check the reasoning, and keep working from the evidence.

Who uses Atlas

Built for the work that follows reading.

Investors

Pressure-test a thesis before the quarter does.

Buy-side teams use Atlas to check a market assumption against our models, see how our view of a company changed across earnings cycles, and walk into management meetings with the right follow-up questions.

  • Earnings prep: what changed versus our model last quarter
  • Supply chain read-throughs from silicon to systems
  • Model scenarios for capacity, memory and AI factory economics

Questions to ask Atlas

How does a change in wafer fab equipment spending move through foundry and memory capacity?Ask Atlas Can the frontier labs fund the capacity they have contracted?Ask Atlas What does a gigawatt of AI capacity earn, and what does it cost to produce a token?Ask Atlas

Technology vendors

See your market the way your customers and investors will.

Product, strategy and marketing teams use Atlas to size the opportunity around a launch, understand how a shift in one layer of the stack changes demand in theirs, and pressure-test positioning against our competitive work.

  • Market sizing grounded in connected forecasts
  • Competitive positioning across the full stack
  • Event and launch takeaways tied to adoption evidence

Questions to ask Atlas

How large does the server CPU market get once agents need their own racks?Ask Atlas How much are enterprises spending on AI, how much of it is new budget, and who collects it?Ask Atlas Where does the power ceiling bind first, and how much compute is waiting for power?Ask Atlas

Strategy and corp dev

Follow a technical change through every market it touches.

Corporate development and planning teams use Atlas to trace a change in architecture, supply or pricing from the components through the systems, software economics and customer adoption it affects.

  • Second-order effects of supply and pricing shifts
  • Partner and target landscapes by layer
  • Custom scenarios tied to planning questions (Custom plan)

Questions to ask Atlas

If hyperscaler capex rises, how do memory, power and token costs change through the stack?Ask Atlas Which parts of the data center build-out are most exposed to power delivery and cooling constraints?Ask Atlas How is enterprise AI adoption changing the economics of software vendors?Ask Atlas

Access

Choose the depth your team needs.

Subscribe to Landmark or request Meridian, Horizon and Custom pricing on Atlas. Annual plans include The Diligence Stack newsletter on Substack.

Research

Landmark

$3,000 / year

or $300 / month on Substack

  • The Diligence Stack newsletter
  • CS Atlas and Atlas Agent
  • Research notes, earnings and post-event analysis
  • Subscriber charts and selected data
Subscribe

Selected data

Meridian

Contact us

Pricing on request

  • Everything in Landmark
  • Dashboards from our three flagship models
  • Summary forecasts and baseline assumptions
  • Regular refreshes with notes on what changed
Request pricing

Full models

Horizon

Contact us

Pricing on request

  • Everything in Meridian
  • Full AI Factory Economics, AI Memory and Semiconductor Industry models
  • Downloadable workbooks with scenario controls
  • Model agent, change logs and all updates in term
Request pricing

Your priorities

Custom

Contact us

Team and enterprise

  • Everything in Horizon
  • Models configured to your company universe and assumptions
  • Versioned updates and integration-ready outputs
  • Direct analyst working sessions
Build a plan

Atlas plans are billed annually. Already paying on Substack? Contact Atlas support before purchasing so your subscriptions don’t overlap.

Questions

Before you talk to us.

Where do Atlas answers come from?

Only from Creative Strategies research and analysis: published reports, notes, event and earnings coverage, and the models included with your plan. Each answer shows the work behind it so you can open the source and check the reasoning.

Does Atlas give stock ratings or recommendations?

No. We publish research, not ratings or stock picks. Atlas helps you test assumptions, follow a company across earnings cycles, and see how a technical change moves through the stack.

I already subscribe to The Diligence Stack. How do I get in?

Log in at atlas.creativestrategies.com with the email tied to your subscription. Contact Atlas support before buying an annual Atlas plan so your Substack and Atlas billing don’t overlap.

How often is the research and model data updated?

New reports reach Atlas as we publish them. Forecast Stack releases are quarterly, timed to the earnings window, with monthly watch notes in between and a change log with every release.

Can my whole team use it?

Yes. We set up multi-seat and institutional access through Meridian, Horizon and Custom plans. Tell us who needs access and which models matter, and we’ll build the plan around that.

Bring the question you’re working on.

Ask it in Atlas Agent, or compare plans to find the depth your team needs.

Open Atlas Agent Compare plans