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The surge in AI infrastructure investment has reshaped the value of power in the United States. Bitcoin miners, who once optimized purely for cheap electricity and fast deployment, now find themselves in possession of something that AI operators urgently need: energized land with existing interconne
Read the report →Last week, I had the opportunity to attend my first Smartsheet ENGAGE. The conference opened with a message that was equal parts confession, conviction, and call to arms. On stage less than 30 days into the job, new CEO Rajeev Singh framed his first keynote around a simple proposition: Smartsheet is
Read the report →Apple closed fiscal 2025 with record-breaking results, underscoring the company’s operational strength and product leadership across categories. For Q4, Apple reported $102.5 billion in revenue (+8% y/y) and $1.85 EPS (+13% y/y), both September-quarter records. For the full fiscal year, revenue reac
Read the report →Microsoft began fiscal year 2026 with one of the most powerful quarters in its history, underscoring how its aggressive AI investments and cloud scale are transforming the company’s economics and competitive position. Revenue for Q1 FY 2026 rose 18% year-over-year to $77.7 billion, while operating i
Read the report →The easy story is “this looks bubbly.” Spending is massive AND front-loaded, the narrative is high, and a handful of winners dominate the landscape. Hyperscaler capital spending is tracking to roughly $424B in 2025 and stepping toward ~$500B in 2026, after topping $100B in a single quarter earlier t
Read the report →Today is a big day, M5 Day! I say this because I believe M5 is a bigger deal than the products it’s in. That’s not to say these products are bad, quite the opposite: they are so good and have been so good for so many years that it’s hard to think of anything meaningful…
Read the report →Coming fresh from the Austin Grand Prix, I couldn’t help but notice how different the atmosphere felt compared to just a few years ago. The crowd was electric, yes, but also incredibly diverse — not just in nationality, but in age, gender, and background. From families and first-timers to Gen Z fans
Read the report →With Gemini Enterprise, Google wasn’t just announcing another “AI for business” product. Rather, Google is staking a claim to a much more ambitious vision: embedding AI across every workflow, across every level of an organization, in a way that feels seamless and pervasive. Addressing the Enterprise
Read the report →Ariticle Summary/Thesis Every transformative technology arrives twice. First as hardware and headlines—motors, wires, GPUs, data centers—then, years later, as redesigned work that finally shows up in the productivity numbers. Electricity followed that arc. The earliest adopters simply swapped steam
Read the report →Microsoft’s latest announcements on Microsoft 365 Premium and new Copilot “agents” mark an important step toward the future of AI in productivity. But while the vision is clear, the path for users is less so. The Announcements: Premium and Agent Mode This past week, Microsoft unveiled two major upda
Read the report →Amazon has built its reputation on delivering reliable, affordable consumer hardware that ties seamlessly into its services. From the first Kindle to the rise of Echo smart speakers, its devices have consistently done exactly what they promised. Ok maybe with the exception of the Kindle phone but as
Read the report →For nearly two decades, Android and ChromeOS have advanced in parallel, one powering the world’s phones and a growing constellation of devices, the other redefining lightweight and secure computing on laptops and beyond. A single, unified platform built on Android foundations and expressed as the fa
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