Three publications. One view of the technology stack.

Creative Strategies September 10, 2025

Slim, Smart, Integrated: The Real Story of Apple’s September Event

Carolina Milanesi

Apple’s September event was, once again, a masterclass in storytelling, weaving together sleek design, life-saving Apple Watch narratives, and the deliberate invocation of Apple Intelligence. In the run-up, chatter circled around familiar themes: whether tariffs would nudge prices upward, what “Air”

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Creative Strategies September 7, 2025

Samsung’s AI Home Vision: Smart Living Without the Hype?

Carolina Milanesi

IFA has always been the tech show that most reinvented itself following the hot trends in tech: from smartphones, to wearables, all the way to this year smart home, the show has seen AI infused everything and home robotics. Samsung leaned in harder than most with its unveiling of “AI Home: Future Li

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Creative Strategies August 20, 2025

Made by Google 2025: A Confident Showcase of Pixel, Gemini, and Google’s Broader Ambitions

Carolina Milanesi

Today in Brooklyn, Google held its Made by Google 2025 event—an occasion that felt far less like a typical product keynote and much more like a primetime show. Hosted by Jimmy Fallon, complete with live audience participation, surprise guests, and a TV-studio vibe, it was clear from the start that G

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Creative Strategies August 11, 2025

What’s up with ChatGPT & GPT-5?

Max Weinbach

OpenAI finally released GPT-5 last week, and there has been quite a lot of discourse on the internet about its quality. Some users have a great impression, others not so much. Some are mourning the loss of a friend, others are just happy to have a more intelligent model with free access. There is a…

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Creative Strategies August 1, 2025

Apple Q3 2025: Outperforming in a Challenging Environment

Carolina Milanesi

Apple’s fiscal Q3 2025 showcased a strong performance, setting a June quarter record for revenue at $94 billion—up 10% from last year and ahead of management’s own expectations. Growth was broad-based, with significant contributions across iPhone, Mac, and Services segments. The company also establi

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Creative Strategies July 31, 2025

Microsoft FY25 Q4: Capping a Transformative Year of Double-Digit Growth with AI and Cloud at the Core

Carolina Milanesi

Microsoft concluded its fiscal year with a robust Q4, outpacing both its guidance and Wall Street’s expectations. Sustained double-digit growth in revenue and operating income was powered by surging demand for AI and cloud solutions, and transformational momentum across all business segments. Signif

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Creative Strategies July 25, 2025

Intel Q2 CY 2025 Earnings Call – Execution Risk, Capital Discipline, and Roadmap Credibility

Ben Bajarin

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 July 24, 2025

Alphabet Q2 Analysis: Cloud Acceleration and AI Monetization Validate Aggressive CapEx Strategy

Ben Bajarin

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

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Creative Strategies July 24, 2025

The SoC Revolution: Apple Proves High-End Gaming and All-Day Battery Life Can Coexist

Max Weinbach

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 July 14, 2025

Unpacked 2025: Samsung’s foldables are so back

Max Weinbach

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 July 10, 2025

Beyond the Screen: Samsung’s Blueprint for the Next Era of Mobile Intelligence

Carolina Milanesi

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 July 9, 2025

What Everyone Gets Wrong About Apple’s AI Strategy

Ben Bajarin

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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