Research | Creative Strategies

The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back

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Creative Strategies March 18, 2026

Microsoft Unifies Copilot: The Case For and the Caution

Carolina Milanesi

Microsoft announced a significant organizational realignment this week, consolidating its consumer and commercial Copilot efforts under a single unified structure. Jacob Andreou has been elevated to EVP, Copilot, reporting directly to CEO Satya Nadella, with accountability spanning design, product,

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Creative Strategies March 10, 2026

MacBook Neo: How Apple Plans to Own the Next Generation

Carolina Milanesi

When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses wh

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Creative Strategies March 9, 2026

M5 Max: Chiplets, Thermals, and Performance per Watt

Max Weinbach

Here’s the conclusion up front: M5 Max is the most impressive piece of silicon I’ve used in a laptop. It’s more efficient and more performant, theoretically cheaper and more sustainable to manufacture with less waste, an AI powerhouse, and still runs in a laptop that lasts all day. I can’t think of

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Creative Strategies February 11, 2026

Think Global, Build Local: Cisco’s Sovereignty-First Strategy Takes Center Stage at Cisco Live EMEA

Carolina Milanesi

While I could start with the list of the many products that were announced at Cisco Live EMEA 2026, and there were plenty, from the Silicon One G300 to the biggest-ever update to AI Defense, I want to focus my analysis around a very interesting slide that was shared in one of the many analyst…

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Creative Strategies January 30, 2026

Apple’s Ecosystem Advantage Shines in a Standout December Quarter

Carolina Milanesi

Apple delivered a record-breaking December quarter, posting its best revenue and earnings performance ever, driven by an exceptionally strong iPhone cycle and continued Services momentum. Revenue reached $143.8 billion (+16% YoY), with EPS of $2.84 (+19% YoY), reflecting both top-line strength and f

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Creative Strategies January 29, 2026

FY26 Q2: From Token Factories to Agentic Workflows: Microsoft Enters the Next Phase of AI Monetization

Carolina Milanesi

Microsoft delivered a strong Q2 FY26 performance, exceeding expectations across revenue, operating income, and EPS, while continuing to invest aggressively in AI infrastructure to support rapidly expanding demand. Revenue grew 17% year over year, with operating income up 21%, underscoring the durabi

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Creative Strategies January 20, 2026

AWS European Sovereign Cloud, and the Future of AI in Europe

Carolina Milanesi

As I publish this, the world’s political and business leaders are gathering in Davos, once again debating the future of the global economy, geopolitical stability, and the role technology will play in shaping what comes next. Artificial intelligence, digital sovereignty, and resilience are central t

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Creative Strategies January 13, 2026

Cultural Barriers to AI Adoption: Key Takeaways from the 2025 Microsoft New Future of Work Report

Carolina Milanesi

The Microsoft New Future of Work Report 2025 marks a significant milestone in how we understand the ongoing transformation of work. Over the past five years, the report series has traced the evolution of work, from remote and hybrid work models to the emerging integration of AI across teams and orga

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Creative Strategies January 13, 2026

Explainer: What Gemini powering Siri really means

Max Weinbach

Apple and Google did their joint announcement today, confirming Mark Gurman’s report from August (I swear this guy lives in the walls of Apple Park) that the new Siri and Apple Foundation Models will be based on Gemini models and technology. There’s a lot of nuance to this that many are overlooking

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Creative Strategies January 1, 2026

The AI Bubble Question: Two Scenarios for the Largest Technology Buildout in History

Ben Bajarin

There is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people’s an

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Creative Strategies December 18, 2025

Running a 1T parameter model on a $40K Mac Studio Cluster

Max Weinbach

This will be a brief research note, mostly because I’m just talking about something cool. Back in March when Apple launched M3 Ultra in the Mac Studio, they graciously sent over a 512GB Unified Memory SKU of the system. It was insane for running LLMs, powering something like 4-bit quantized Deepseek

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