Three publications. One view of the technology stack.

Creative Strategies February 27, 2025

Alexa+: Amazon’s Home Assistant Grown Up to Be a Full-Fledged AI Agent

Carolina Milanesi

The recent unveiling of Amazon’s enhanced Alexa with generative AI capabilities marks a significant milestone in the evolution of home-based AI assistants. As tech companies increasingly focus on generative AI capabilities, Amazon has carefully reimagined its digital assistant while preserving what

Read research

Creative Strategies February 21, 2025

What’s the difference between Nvidia’s Blackwell family and when do you use them?

Max Weinbach

A few days ago, xAI announced Grok 3 and it’s easily the best LLM I’ve used. Good vibes, great quality, fast token generation, and happened to be trained on the most compute for any model (200,000 H100s). During the stream, Elon Musk said xAI is already working on Grok 4’s data center, which will be

Read research

Creative Strategies February 19, 2025

iPhone 16e Positioning in the Market and Apple C1 Strategy

Ben Bajarin

Today Apple officially announced the newest member of the iPhone family, which includes the newest member of the Apple silicon family: the C1 (Cellular 1), their first-party Apple-designed cellular modem. iPhone 16e Position in the Market Where does the new iPhone fit in the current iPhone lineup is

Read research

Creative Strategies February 13, 2025

China’s Smartphone Golden Refresh: Don’t Call it a Super Cycle

Ben Bajarin

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

Read research

Creative Strategies February 11, 2025

Cisco’s Strategic Push into AI Infrastructure and Security at Cisco Live EMEA 2025.

Carolina Milanesi

At this year’s Cisco Live EMEA, the networking giant unveiled a comprehensive strategy that signals a decisive move into the AI infrastructure space while reinforcing its traditional strengths in networking and security. The announcements represent not just product updates, but a fundamental shift i

Read research

Creative Strategies February 11, 2025

Understanding Hyperscaler Custom ASIC Strategy

Ben Bajarin

The GPU vs. Custom ASIC debate is one of the most talked about in our circles of tech executives and investors. It is also a debate that requires more in-depth analysis to fully understand. I want to look at the custom ASIC strategy in two ways relative to this debate. The first is how custom…

Read research

Creative Strategies February 6, 2025

AMD Q424 Earnings – What’s Going on With AMD?

Ben Bajarin

Key Takeaways The Narrative is clearly shifting as concerns the AI product roadmap is weaker than expected AMD’s datacenter GPU business faces a muted growth outlook in 1H25, with revenue expected to be flat versus 2H24 ($5.1B total in 2024). While management expects acceleration in 2H25 with the MI

Read research

Creative Strategies February 1, 2025

Apple’s Q1 FY25: China Headwinds Test Growth as Company Awaits Stimulus Impact & Apple Intelligence Rollout

Carolina Milanesi

Apple delivered record Q1 FY25 revenue of $124.3 billion, up 4% year-over-year, driven by strong Services growth (+14%) and robust Mac and iPad performance. While iPhone revenue remained flat and China sales declined 11%, the company saw encouraging results from its new Apple Intelligence features a

Read research

Creative Strategies January 29, 2025

Microsoft Earnings Q2 FY2025: AI Drives Record $69.6B Revenue as Cloud Surpasses $40B Milestone

Carolina Milanesi

In Q2 FY2025, Microsoft delivered strong financial results with revenue reaching $69.6 billion and net income of $22.4 billion , driven primarily by exceptional growth in its AI and cloud services, where the annual AI revenue run rate exceeded $13 billion, representing a 175% year-over-year increase

Read research

Creative Strategies January 27, 2025

RTX 5090 – AI is the only path forward for gaming

Max Weinbach

I know it sounds off, but after spending some time getting back into gaming thanks to the RTX 5090, and then looking at some of the technical details on the RTX 5090, I’ve been sold on Nvidia’s vision of neural rendering and AI-accelerated rendering. Frankly, I think it’s the only way going forward.

Read research

Creative Strategies January 24, 2025

AI-Driven Smart Home Innovations: Transforming Life at Home

Carolina Milanesi

In a rapidly evolving tech landscape, the discourse around Generative AI continues to spark excitement and innovation. On the back of Samsung Unpacked and the release of the new Galaxy S25 smartphone family, I had the pleasure to host a panel discussion on the role AI will play in our home. More spe

Read research

Creative Strategies January 22, 2025

Samsung Galaxy S25 Series – AI as the New Frontier in Mobile

Max Weinbach

Key Takeaways: AI-First Focus: Samsung positions the Galaxy S25 series as “true AI companions,” signaling a clear shift towards software and AI as the primary differentiator in a mature smartphone market. Google Gemini Powerhouse: Deep integration of Google’s Gemini Advanced, including Gemini Live a

Read research