Three publications. One view of the technology stack.

Creative Strategies November 20, 2025

CoreWeave and the Integration of AI Infrastructure

Ben Bajarin

In the broader narrative of the AI boom, a new category of infrastructure provider has emerged, colloquially termed the “neocloud.” The economic logic of the neocloud is, at first glance, simple arbitrage: the hyperscalers (AWS, Azure, Google Cloud) are supply-constrained and expensive, creating an

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Creative Strategies November 19, 2025

Microsoft Ignite 2025: AI for Human Ambition Meets Enterprise-Grade Implementation

Carolina Milanesi

Microsoft Ignite 2025 opened with a clear message: the AI era has moved beyond experimentation and is now fully about implementation, governance, and measurable outcomes. Microsoft focused on what matters most to the Ignite audience: the architects, developers, and IT leaders responsible for actuall

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Creative Strategies November 18, 2025

Google’s new Gemini 3 Pro is a great model

Max Weinbach

Today, Google announced Gemini 3 as well as a bunch of new product updates powered by Gemini 3 Pro! We’ll get into those in a moment, because I want to talk about my experience using Gemini 3 Pro, codename riftrunner, as well as Google’s new developer IDE called Antigravity! I got early access from

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Creative Strategies November 17, 2025

T-Mobile Puts 5G Innovation in the Driver’s Seat at LVGP

Carolina Milanesi

The Las Vegas Grand Prix is no ordinary race. The city-centre circuit with its tight turns, the Strip backdrop and high spectator density makes for one of the most challenging viewing experiences in all of F1. That’s why the recent announcement by T-Mobile is so significant. 360° Cameras and Drone F

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Creative Strategies November 14, 2025

Google’s Chrome Summit Shows How Gemini AI Unites the Workplace

Carolina Milanesi

At the 2025 Chrome Summit in New York City, Google delivered its most cohesive vision yet for how artificial intelligence will power the next generation of work. Under the theme “Connected Work Experiences, AI at the Core,” the company showcased how its Gemini AI model now threads through every laye

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Creative Strategies November 12, 2025

From Bitcoin to AI: The Hard Road Ahead, and Why Some Miners Can Still Make the Jump

Ben Bajarin

The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconne

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Creative Strategies November 11, 2025

Smartsheet’s New Era: Rajeev Singh’s ENGAGE Keynote Recasts the Company for “Intelligent Velocity”.

Carolina Milanesi

Last week, I had the opportunity to attend my first Smartsheet ENGAGE. The conference opened with a message that was equal parts confession, conviction, and call to arms. On stage less than 30 days into the job, new CEO Rajeev Singh framed his first keynote around a simple proposition: Smartsheet is

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Creative Strategies October 31, 2025

Apple Q4 2025 Earnings Analysis: Record Quarter Led by iPhone and Services Strength

Carolina Milanesi

Apple closed fiscal 2025 with record-breaking results, underscoring the company’s operational strength and product leadership across categories. For Q4, Apple reported $102.5 billion in revenue (+8% y/y) and $1.85 EPS (+13% y/y), both September-quarter records. For the full fiscal year, revenue reac

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Creative Strategies October 29, 2025

Microsoft Redefines Scale: Record Quarter and a $250 B OpenAI Pact Signal the Dawn of the AI Platform Era

Carolina Milanesi

Microsoft began fiscal year 2026 with one of the most powerful quarters in its history, underscoring how its aggressive AI investments and cloud scale are transforming the company’s economics and competitive position. Revenue for Q1 FY 2026 rose 18% year-over-year to $77.7 billion, while operating i

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Creative Strategies October 27, 2025

Bubble or Buildout? A Guide for the Next Data Center Era

Ben Bajarin

The easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier t

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Creative Strategies October 21, 2025

M5 Apple Silicon: It’s All About the Cache And Tensors

Max Weinbach

Today is a big day, M5 Day! I say this because I believe M5 is a bigger deal than the products it’s in. That’s not to say these products are bad, quite the opposite: they are so good and have been so good for so many years that it’s hard to think of anything meaningful…

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Creative Strategies October 20, 2025

Apple Takes the Wheel: A Perfect Lap Between Tech, Culture, and Formula 1

Carolina Milanesi

Coming fresh from the Austin Grand Prix, I couldn’t help but notice how different the atmosphere felt compared to just a few years ago. The crowd was electric, yes, but also incredibly diverse — not just in nationality, but in age, gender, and background. From families and first-timers to Gen Z fans

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