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Had to lay some thoughts out on how many are missing what will happen with agentic AI and how Apple plays that strategy with an agent they are well-positioned to create. creativestrategies.com/research/what-…

Oh man, I don't know how, but I accidentally uploaded a video I had of my golf swing to my YouTube and it has 1.4k views lol. I uploaded this to Gemini to see if it would give me tips, and it's on YouTube lol..

60% of CIOs expect to have Gen AI based workloads in production by end of 2025. Software AI $$$ Cycle coming in 2026.

Watching videos of Perplexity Comet, and all it does is validate how useful AI will be when it's embedded into the fabric of our operating systems and can work with apps, not just websites.

They way the promoted F1 Movie had so signal they strongly believe they win this.

Givingthe people what they want.

xAI gave us early access to Grok 4 - and the results are in. Grok 4 is now the leading AI model. We have run our full suite of benchmarks and Grok 4 achieves an Artificial Analysis Intelligence Index of 73, ahead of OpenAI o3 at 70, Google Gemini 2.5 Pro at 70, Anthropic Claude

The former GS analyst covering NVIDIA Toshiya Hari left to join NVIDIA to do IR. So GS had to do another initiation for thier new analyst covering NVIDIA.

That's a lot of TPU inference. Storage too, assuming they hold onto these videos. Nice to have YT in your pocket and know how to store and serve up video.

Earlier this week I had the opportunity to host a panel with three top Samsung Mobile ‘s executives to discuss the company’s unified vision to make technology more intuitive, adaptive, and impactful for everyone. creativestrategies.com/research/beyon…

Good framing. "We want the American tech stack to be the world standard — like the U.S. dollar. We want the world's economy and industries to be built on top of American standards".

I guess if you have enough money you can pay the pro to play with you but from this video Ackman isn't even a good rec player. 3.5 rec level maybe.. Pros are 6.0 plus..

A new model trained on 2.5 billion hours of wearable data from Apple Watch and iPhone flags heart conditions with 92% accuracy:

Right after stepping out of Samsung Electronics Galaxy Unpacked, Max Weinbach and I unpack (pun intended) what we just saw. We dive into why the Galaxy Z Fold 7 finally feels like the foldable smartphone we've been waiting for, how Google Gemini is adding meaningful AI value across both

Another great technical analysis by Austin Lyons on @Intel 18A, and deep look at PowerVia worth understanding as a IFS differentiator.

The Galaxy Z Fold7 doesn’t compromise on camera quality to achieve its foldable design and Carolina Milanesi caught up with Judd Heape, VP of Product Management at Qualcomm, to learn more. In this Bit by Bit leadership conversation, we dig into the camera tech behind the device

Hilarious how the same analysts who fabricated to the market and investors that subpar Apple Intelligence would spark an iPhone super cycle now think Apple needs to buy an AI company…. after reading that they’re thinking about it. What a coincidence.

🚕💥 Goldman Sachs forecasts North America’s AV rideshare market to grow at a 90% CAGR from 2025–2030. Gross margins for vertically integrated robotaxi operators could reach 40–50%, driving ~$3.5B in US AV gross profit by 2030.

AI features being native on phones won't drive meaningful traffic to away from iPhones because outside of us tech nerds who REALLY REALLY care It's easier to tell someone to download the Gemini/Grok/ChatGPT app for 99% of the features than buying and learning a new phone

This may be a sign one goes to a lot of Apple events.