Research Archive

May 20, 2025 / Max Weinbach

Google I/O 2025: Gemini, AI Search, and the Evolving Business Model

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,…

May 19, 2025 / Carolina Milanesi

Dell Technologies World 2025: Powering Progress with AI, Cloud, and Edge Solutions

At Dell Technologies World 2025, Dell unveiled a suite of innovations designed to make AI accessible, scalable, and secure for organizations everywhere. The event’s key themes were brought to life through significant product launches and strategic partnerships, underscoring Dell’s ambition to be the backbone of the AI-driven enterprise era. AI Everywhere: From Edge to Cloud…

May 19, 2025 / Carolina Milanesi

Microsoft Build 2025: Satya Nadella Unveils the “Open Agentic Web” and Redefines AI Development

Microsoft Build 2025 opened with a visionary keynote from CEO Satya Nadella, who outlined Microsoft’s commitment to building an “open agentic web.” In this new paradigm, AI agents will interact, make decisions, and autonomously perform tasks for individuals, teams, and entire organizations. Nadella’s address emphasized how Microsoft is enabling this transformation across its entire stack-from…

May 13, 2025 / Carolina Milanesi

Airbnb’s Summer 2025 Launch: Transforming from Bookings to a Tech-Forward Lifestyle Platform

Airbnb’s Summer 2025 Release marks an important moment in the company’s evolution. With the unveiling of Airbnb Services, a reimagined Airbnb Experiences platform, and a completely rebuilt app, Airbnb is signaling its ambition to become much more than a place to book a home. Instead, the company is leveraging technology to drive constant engagement-both at…

May 9, 2025 / Ben Bajarin

Research Note: Arm Earnings – Strategic Optionality Expanding, Visibility Still the Limiting Factor

Investor sentiment on Arm’s latest earnings quarter leaned constructive. Analysis of investor questions and sentiment from the call focused on strategic positioning, monetization pathways, and clarity around near-term uncertainties. Management’s tone was confident, particularly in AI-driven tailwinds and royalty model expansion via CSS. The one real constraint remains visibility, not execution. Key Takeaways: Tariffs are…

May 9, 2025 / Ben Bajarin

AMD Earnings – Parsing the Q&A: Momentum, AI Ramp Timing, and the Road to Rack-Scale

AMD’s Q1 call struck a cautiously optimistic tone. Strong execution in Client and CPU gives the company breathing room as it navigates GPU export headwinds and ramps toward its next inflection point with MI350 and MI400. The Q&A focused less on surprises and more on timing, share gains, and the credibility of AMD’s longer-term AI…

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