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Creative Strategies
Original research published on this siteThe Diligence Stack
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Creative Strategies
Microsoft Beats Expectations in Q3 FY25 with Robust Cloud and AI Demand
Microsoft’s Q3 FY2025 results (quarter ended March 31, 2025) reflected continued strength in cloud and AI-driven businesses. Total revenue was $70.1 billion, up 13% year-over-year (15% in constant currency) . Net income grew 18% to $25.8 billion, and diluted EPS rose 18% to $3.46 . Microsoft Cloud r
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Creative Strategies
Google Surges Ahead on GenAI Momentum and Resilient Capex Strategy Amid Macro Uncertainty
Key Takeaways on Google’s 1Q25 Earnings Sustained AI Momentum Across Products and Infrastructure: Gemini 2.2 is now embedded across 15 products with 500M+ users, while AI Overviews in Search surpassed 1.5B MAUs. Visual and voice-first inputs like Google Lens and Circle to Search are driving deepe
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Creative Strategies
Intel’s Q1 2025 Earnings: Navigating Challenges Amid Strategic Shifts
Key Takeaways Weak Q2 Guidance Reflects Tariff Uncertainty: Intel guided Q2 revenue significantly below expectations at $11.8 billion, down 7% quarter-over-quarter, citing macroeconomic uncertainty and potential tariff-related demand impacts. Product Delays and Competitive Pressures: The delay of th
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Creative Strategies
Microsoft’s latest Work Trend Index and the Birth of the Frontier Firm
In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft’s Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored
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Creative Strategies
Beyond the Fold: Motorola’s Strategy to Capture the Next Generation
In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core
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Creative Strategies
Motorola’s Razr Revolution: How Lifestyle Tech is Winning the Youth Market
In a move to strengthens its position in the premium smartphone segment, Motorola has unveiled its 2025 Razr lineup, expanding to three models and showcasing a commitment to lifestyle technology that’s capturing younger audiences in increasingly competitive markets. Color and Expression at the Core
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Creative Strategies
10 Years On and Apple Watch Has Not Left My Wrist Yet
A decade ago, when I first strapped on the original Apple Watch, I had no idea it would become the most irreplaceable device in my daily life. Ten years later, not only has the Apple Watch never left my wrist, but its role has evolved in ways even Apple may not have fully anticipated. The…
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Creative Strategies
From Org Chart to Work Chart: Navigating the Human-Agent Workplace
In the latest episode of my TEQ podcast, I had the pleasure to engaged in an insightful conversation with Alexia Cambon, Head of Research on Microsoft’s Copilot and Future of Work team, about how artificial intelligence and AI agents are fundamentally reshaping the workplace. The discussion explored
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Creative Strategies
Google Cloud Next: New Digital Workflows and AI Agents To Redefine Work
In the rapidly evolving digital landscape, Google Cloud’s latest announcements at Google Cloud Next highlight a transformative shift in how we approach work. The integration of AI agents into workplace tools isn’t just enhancing productivity—it’s fundamentally reimagining the relationship between hu
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Creative Strategies
Google Cloud Next 2025: Ironwood TPU, Agent Toolkits, and Google’s vertical advantage
Key Takeaways: Google Cloud unveiled Ironwood (TPUv7), its first inference-optimized TPU, offering massive leaps in compute (5x), HBM capacity (6x), and power efficiency (2x) over the previous generation. Performance is estimated to be within 5% of an Nvidia B200, despite TPUv7’s single primary comp
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Creative Strategies
Microsoft’s Consumer Copilot: Your Personal AI Companion
This week at an event in Redmond that celebrated Microsoft’s 50 anniversary, Mustafa Suleyman, Executive Vice President and CEO of Microsoft AI unveiled a set of new capabilities that are turning Copilot into a personalized AI companion. True personalization begins when your Copilot develops a compr
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Creative Strategies
We Do Not Have Enough Compute
We are in a huge AI compute shortage right now. At this very moment! When you hear most people talk about this, it’s generally in regards to model scaling and compute scaling for training. Not enough compute so labs can’t scale up the scaling laws. Right now is different, it’s the Ghibilification of
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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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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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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