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Creative Strategies
Original research published on this siteThe Diligence Stack
Subscriber research · Opens on SubstackChipstrat
Semiconductors, AI & strategy · SubstackThe Heart of Tech
Technology & society · SubstackLatest research
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Creative Strategies
The iPhone Is My Midwife
It’s the first time for both Betsy and me: she’s never given birth before and I’ve never helped a goat produce a kid. My heart races as I pace her pen, reviewing what I need to know to make sure she has a safe delivery. She seems as content in her…
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The Diligence Stack
AI’s Inference Era of Ferment
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The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
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The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
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The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
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Chipstrat
Open Models & American Diffusion; Nvidia & Poolside
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Chipstrat
NPO State of the Union
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Chipstrat
Build Your Own DRAM Supply Model
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Chipstrat
AMD on Agentic CPUs, and Why There's No One Size Fits All
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
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The Heart of Tech
When Climate AI Has to Measure Its Own Cost
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The Heart of Tech