Four publications. One view of the technology stack.

Creative Strategies June 11, 2025

Apple WWDC 2025: A more helpful Apple

Max Weinbach

I hate to steal Google’s tagline for this I really don’t but this year felt like Apple trying to make platforms more helpful. There’s this general consensus that Apple is behind in AI, missing out on chatbots and ignoring what most consider to be the next generation of experiences. The common saying

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Creative Strategies June 11, 2025

Neoclouds vs. Hyperscalers: A Shift from Access to Platform

Ben Bajarin

Neoclouds vs. Hyperscalers: The Infrastructure Gap is Closing The AI infrastructure market is entering a new phase. What began as an urgent scramble for GPUs has evolved into a more structured battle between hyperscalers and a new class of GPU-native cloud providers. These neoclouds—companies like C

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Creative Strategies June 11, 2025

Apple WWDC 2025: Strategic Evolution Amid AI Ambitions

Ben Bajarin

In our view, WWDC 2025 presented a focused update on Apple’s long-term platform priorities. The event emphasized consistent investment in ecosystem design, developer tools, and privacy-first AI integration. Apple’s approach to AI, platform unification, and device productivity aligns with its broader

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Creative Strategies June 10, 2025

Cisco Live 2025: Unified Leadership and Culture as Catalysts for AI Innovation

Carolina Milanesi

Cisco Live 2025 has set a clear direction for the company’s future, spotlighting new advancements in AI-ready infrastructure. While the technical announcements are notable, what stands out to me is how Cisco’s evolving company culture and unified leadership under, Chief Product Officer, Jeetu Patel

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Creative Strategies June 3, 2025

Alexa+ Early Access: Initial Thoughts

Carolina Milanesi

After several weeks as part of the early release program for Amazon’s Alexa+, I’ve had the chance to put the new assistant through its paces—across daily routines, smart home management, and spontaneous conversations. As a long-time Alexa user, I can confidently say that Alexa+ represents a signific

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Creative Strategies May 30, 2025

Dell Technologies Q1 FY26 Earnings: AI Surge Fuels Growth Amid Consumer Headwinds

Carolina Milanesi

Dell Technologies delivered robust first quarter fiscal 2026 results that exceeded expectations across key metrics, demonstrating the company’s successful pivot toward AI infrastructure while maintaining strength in its core enterprise business. The company reported revenue of $23.4 billion, represe

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Creative Strategies May 27, 2025

Agentic AI Set to Transform Customer Experience: Key Insights from Cisco’s 2025 Global Study

Carolina Milanesi

A new study from Cisco reveals that agentic artificial intelligence (AI) is on the verge of fundamentally transforming the way businesses deliver customer service and support. According to the research, which surveyed nearly 8,000 business and technical decision-makers across 30 countries, agentic A

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Creative Strategies May 20, 2025

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

Max Weinbach

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 evolu

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Creative Strategies May 19, 2025

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

Carolina Milanesi

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

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Creative Strategies May 19, 2025

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

Carolina Milanesi

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’

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Creative Strategies May 13, 2025

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

Carolina Milanesi

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

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Creative Strategies May 9, 2025

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

Ben Bajarin

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 tailwind

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