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Creative Strategies
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Creative Strategies
Microsoft’s New Work Data Has a Surprise: AI Is Expanding Human Agency, Not Shrinking It
The dominant fear going into the AI era was that machines would hollow out work, taking over not just repetitive tasks but the thinking behind them. Microsoft’s 2026 Work Trend Index, which draws on trillions of anonymized Microsoft 365 productivity signals and a survey of 20,000 workers across 10 c
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Creative Strategies
Apple Q2 FY2026 Earnings Analysis: Demand Strength Meets a New Supply Constraint
Apple delivered a record March quarter, with revenue of $111.2B, up 17% YoY, and diluted EPS of $2.01, up 22% YoY. The quarter was strong enough to beat consensus on both revenue and EPS, but the call’s center of gravity was not the beat. It was the shape of demand, the Mac supply bottleneck, and th
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Creative Strategies
Design as Identity: What Motorola Got Right and What It Has to Protect.
Motorola is holding its latest launch event in Los Angeles this week, and. The new razr 70 family expands the flip phone lineup, the motorola edge 70 pro arrives as a slim, design-forward device with a quad-camera system and a 6500mAh battery, and Collections by Motorola gets its formal introduction
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Creative Strategies
The Context Advantage: Why Workspace Intelligence Is About More Than Features
Google’s Workspace Intelligence announcement this week is being covered as a feature drop. The more accurate read is that it is a strategic argument, one that Google and Microsoft are both making simultaneously, about where AI value ultimately concentrates in an enterprise setting. The argument is t
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Creative Strategies
Foundry Economics in the AI Age
A fresh perspective is needed on foundry economics at the leading edge. For years, the industry lacked a clear cost-per-transistor framework, even as the economic foundation of Moore’s Law was becoming less durable. That framework held through N3E. It no longer holds at N2 and A16, and the evidence
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Creative Strategies
Neoclouds and the Three Business Models
Neoclouds sit at the center of the AI infrastructure durability debate because they are increasingly the external channel through which hyperscalers secure additional power and compute to convert demand into revenue. CoreWeave ended 2025 with $66.8 billion in contracted backlog. Nebius signed a deal
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Creative Strategies
In the Era of AI, Hardware Still Matters. Apple Just Appointed a CEO Who Knows It.
Apple announced this afternoon that Tim Cook will step down as CEO on September 1, 2026, with John Ternus taking over and Johny Srouji being elevated to Chief Hardware Officer effective immediately. The transition was widely expected, but not until 2027. Apple moved it up, and the reason why tells y
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Creative Strategies
XPO
Conventional wisdom says CPO wins by default as next-gen speeds increase power consumption (SerDes and DSP) and heat dissipation. And CPO overcomes this by replacing the long electrical trace with optics. But what if the current pluggable roadmap can be extended to deal with the power problem? XPO k
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Creative Strategies
Liquid Cooling: The Thermal Prerequisite for AI Infrastructure Scale
Prerequisite: 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure (March 2026). This report builds directly on that analysis and assumes familiarity with the power architecture transition it describes. 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrast
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Creative Strategies
All About Agents: Cheap Tokens, Local Models, and Product Fit
Over the past year or so we’ve heard a lot about agents. Most of it hasn’t really happened, things have changed quickly, it’s hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a ste
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Creative Strategies
Arm’s Move Into Merchant Silicon Is About Escaping the Revenue Ceiling
For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus
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Creative Strategies
HP IQ: The Right Instinct, With a Long Road Ahead
The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft’s Copilot rollout did little to change that narrative. Rather than b
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The Diligence Stack
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The Diligence Stack
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