Research Archive
Design as Identity: What Motorola Got Right and What It Has to Protect.
Motorola is holding its latest launch event in Los Angeles this week, and. The new razr 70 family expands the flip phone lineup, the motorola edge 70 pro arrives as a slim, design-forward device with a quad-camera system and a 6500mAh battery, and Collections by Motorola gets its formal introduction as the brand’s overarching design…
Microsoft’s AI Capex Is Buying the Enterprise Agent Stack
After completing AI growth thesis reports on Amazon and Google, both of which held up very well in light of both companies’ earnings reports yesterday, we now turn our attention to Microsoft. The AWS Acceleration Thesis: Why Amazon’s Cloud Business May Be Entering Its Most Consequential Growth Phase Ben Bajarin · Feb 17 Read full…
Custom ASIC Is No Longer One Market
Coming out of discussions at Google Cloud Next last week, we expect custom AI silicon to move back toward the center of the AI infrastructure debate. The spend trajectory across hyperscalers, dedicated infrastructure operators, and frontier model labs continues to support our view that custom silicon remains a key component of the buildout. The next…
The Context Advantage: Why Workspace Intelligence Is About More Than Features
Google’s Workspace Intelligence announcement this week is being covered as a feature drop. The more accurate read is that it is a strategic argument, one that Google and Microsoft are both making simultaneously, about where AI value ultimately concentrates in an enterprise setting. The argument is this: the model matters less than the context, and…
Google’s AI Capex Is Being Measured Against the Wrong Revenue Line
We attended Google Cloud Next this week, sat through the key sessions, and spent time with management, partners, customers, and the broader ecosystem. What follows is our framework for evaluating Google’s business as a whole through the lens of its current AI capital cycle. The market’s debate around Google has settled around a question that…
Google’s TPU Strategy Offers a Clearer View of the Next AI Bottleneck
Why Google’s New TPU Strategy Carries More Strategic Weight Than a Routine Silicon Update This note is not intended to be a chip-versus-chip architectural comparison, nor is it an attempt to rank Google’s latest TPU designs against competing silicon. That is a different exercise, and in many ways a less useful one at this stage.…