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…

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…

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…

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.…

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 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…