Research Archive
Unpacked 2025: Samsung’s foldables are so back
Last week was Samsung Unpacked, specifically Unpacked focusing on the Galaxy Z Fold 7, Z Flip 7, and Galaxy Watch 8 series. These launches mark a pivotal moment for the broader smartphone market, signaling Samsung’s drive to make foldables mainstream by marrying a familiar phone feel with flagship‑grade capabilities. The Fold 7 is probably the…
Beyond the Screen: Samsung’s Blueprint for the Next Era of Mobile Intelligence
On the eve of Samsung’s highly anticipated 2H Unpacked 2025 event in Brooklyn, I had the privilege of moderating a dynamic panel with three of Samsung’s most influential leaders: Dave Das, Executive Vice President of Mobile eXperience for Samsung Electronics America; Patrick Chomet, Executive Vice President and Strategy Advisor to the CEO of Samsung MX/DX;…
What Everyone Gets Wrong About Apple’s AI Strategy
In the age of agentic AI, a common misconception persists that AI will be a “winner-takes-all” market, where a single dominant agent will rule across every use case and every user. This belief misunderstands the evolution and purpose of agentic AI. The future will involve multiple specialized agents collaborating seamlessly, each with distinct areas of…
Generative‑AI Study: Usage & Attitudes
At the end of last year we ran a study with 900‑respondent online survey, fielded December 1 – 15, 2024 among U.S. adults 18+. All percentages are of the total sample unless otherwise stated. After diving into the data, thanks in no small part to ChatGPT (shoutout to o3-pro!), some fascinating patterns have emerged across both consumer and enterprise…
Micron Q3: 2025 Earnings – The Memory Inflection Point
Key Takeaways Micron’s AI-Driven Growth Is Accelerating: HBM revenue grew over 50% quarter-over-quarter, reaching a $6B+ run rate, with expectations to approach $8B in the coming quarters. AI server demand is driving strength across HBM, LPDDR, and high-capacity DIMMs. Strong Financial Momentum Across the Board: Q3 results beat expectations on revenue ($9.3B), gross margin (39%),…
From Supercomputing Pioneer to AI and Quantum Powerhouse: How HPE’s Early Bets Are Shaping the Future of Enterprise Technology
As HPE celebrates its tenth anniversary as an independent entity, the company has chosen to mark the occasion not with nostalgia, but with a series of announcements that signal a bold new direction. At HPE Discover 2025, the company unveiled a suite of innovations and partnerships designed to position HPE as the backbone of the…