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Creative Strategies
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Creative Strategies
Intel Q2 CY 2025 Earnings Call – Execution Risk, Capital Discipline, and Roadmap Credibility
Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones. CFO David Zinsner gave inve
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Creative Strategies
Alphabet Q2 Analysis: Cloud Acceleration and AI Monetization Validate Aggressive CapEx Strategy
Alphabet’s June-quarter results delivered a validation of its capital-intensive, vertically integrated AI strategy. The company posted strong top and bottom-line growth while demonstrating significant operating leverage, even while absorbing substantial costs related to its AI infrastructure build-o
Read researchThe SoC Revolution: Apple Proves High-End Gaming and All-Day Battery Life Can Coexist
Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon.
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Creative Strategies
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‑g
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Creative Strategies
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 P
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Creative Strategies
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
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Creative Strategies
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 patte
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Creative Strategies
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 Acr
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Creative Strategies
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 positi
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Creative Strategies
Beyond the Clock: Rethinking Work in the Age of Digital Overload
The traditional nine-to-five is fading fast, replaced by a workday that stretches from dawn to well past dusk, often bleeding into weekends and personal time. Microsoft’s latest Work Trend Index follow-up report, drawing on vast data from Microsoft 365 and a global survey of knowledge workers, revea
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Creative Strategies
The Future of Work: Flexibility, AI, and the Evolving Workplace
Last week Cisco published its second Global Hybrid Work Study following the inaugural report published in 2022. The current report is based on a comprehensive double-blind survey of 21,513 employers and employees in full-time roles across 21 global markets, spanning industries from financial service
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Creative Strategies
Mac with Touch, Please? Nope, Here’s iPadOS 26
You might know that my iPad Pro has been my trusty on-the-go companion for the past 10 years. I’ve loved having cellular connectivity right out of the box, a vast selection of apps, and access to all my content wherever I travel. Despite the occasional friction—especially with multitasking—I’ve cont
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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