Subscriber login Research
Creative Strategies
Original reports published on this siteThe Diligence Stack
Subscriber research · Opens on Substack ↗Chipstrat
Semiconductors, AI & strategy · Substack ↗The Heart of Tech
Technology & society · Substack ↗Latest research
The Race to the Super-Agent: From Managing AI to Collaborating With It What is an agent? I open a lot of conversations with that question, especially with executives who are trying to bring agentic AI to real users. My working definition: AI agents are intelligent digital assistants that observe, re
Read the report →Yesterday was the iPhone launch, and it was actually a refreshing one. It was one of the first years that I think I had decently low expectations going in, but was incredibly surprised (and delighted) coming out. This is partly because for the first time in years, quite a few of the leaks, rumors, a
Read the report →Apple’s September event was, once again, a masterclass in storytelling, weaving together sleek design, life-saving Apple Watch narratives, and the deliberate invocation of Apple Intelligence. In the run-up, chatter circled around familiar themes: whether tariffs would nudge prices upward, what “Air”
Read the report →IFA has always been the tech show that most reinvented itself following the hot trends in tech: from smartphones, to wearables, all the way to this year smart home, the show has seen AI infused everything and home robotics. Samsung leaned in harder than most with its unveiling of “AI Home: Future Li
Read the report →Today in Brooklyn, Google held its Made by Google 2025 event—an occasion that felt far less like a typical product keynote and much more like a primetime show. Hosted by Jimmy Fallon, complete with live audience participation, surprise guests, and a TV-studio vibe, it was clear from the start that G
Read the report →OpenAI finally released GPT-5 last week, and there has been quite a lot of discourse on the internet about its quality. Some users have a great impression, others not so much. Some are mourning the loss of a friend, others are just happy to have a more intelligent model with free access. There is a…
Read the report →Apple’s fiscal Q3 2025 showcased a strong performance, setting a June quarter record for revenue at $94 billion—up 10% from last year and ahead of management’s own expectations. Growth was broad-based, with significant contributions across iPhone, Mac, and Services segments. The company also establi
Read the report →Microsoft concluded its fiscal year with a robust Q4, outpacing both its guidance and Wall Street’s expectations. Sustained double-digit growth in revenue and operating income was powered by surging demand for AI and cloud solutions, and transformational momentum across all business segments. Signif
Read the report →Intel’s latest earnings call underscored a tension familiar to anyone tracking the company over the last three years: the finance team is now supplying clear, disciplined guardrails, while the technical roadmap remains long on vision and short on date‑certain milestones. CFO David Zinsner gave inve
Read the report →Alphabet’s June-quarter results delivered a validation of its capital-intensive, vertically integrated AI strategy. The company posted strong top and bottom-line growth while demonstrating significant operating leverage, even while absorbing substantial costs related to its AI infrastructure build-o
Read the report →Last October Apple announced Cyberpunk 2077 was coming to macOS with full optimization for Metal and Apple Silicon. The second I heard that, I got excited because that meant Cyberpunk 2077 was the first AAA game to get proper care and optimization to make sure it ran well on macOS and Apple Silicon.
Read the report →Last week was Samsung Unpacked, specifically Unpacked focusing on the Galaxy Z Fold 7, Z Flip 7, and Galaxy Watch 8 series. These launches mark a pivotal moment for the broader smartphone market, signaling Samsung’s drive to make foldables mainstream by marrying a familiar phone feel with flagship‑g
Read the report →
