Our last several reports worked through the customer side of AI monetization. The AI ROI report looked at where AI creates measurable workflow value. Platform Wars asked which layer captures the economics once those workflows move into production. The E/AI Index moved into budget architecture, showing how CIOs and CTOs are funding AI through new budgets, reallocation,…

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…

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…

OpenAI finally released GPT-5 last week, and there has been quite a lot of discourse on the internet about its quality. Some users have a great impression, others not so much. Some are mourning the loss of a friend, others are just happy to have a more intelligent model with free access. There is a…

Summary of the News: AI-Centric I/O: Google I/O 2025 heavily focused on Gemini AI and its integration across Google’s ecosystem, particularly Search, signaling a major strategic shift towards an AI-driven future. Android-specific news was largely separated. Gemini Model Advancements: Continued evolution of the Gemini family (2.5 Pro, Flash) including a new “Deep Think” reasoning mode,…

China’s smartphone market, the world’s largest, could be at an inflection point not seen since the initial smartphone boom. In recent quarters, the market has shown signs of recovery, with local brands benefiting from a surge in premium offerings as more Chinese consumers are willing to spend on new smartphones. The dynamics are changing not…