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Tuesday, October 13, 2026

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Creative Strategies ResearchOct 12, 2026Carolina Milanesi
Google's Gemini Agent Bets on Governance and Model Choice
At Gemini at Work 2026 on October 8, Google Cloud CEO Thomas Kurian introduced the Gemini agent: one agent that answers questions, carries out multi-step work and writes and runs code from a single prompt box. It runs in the cloud, keeps one memory across devices and channels, and picks the model for each
Carolina MilanesiOpen
Creative Strategies ResearchOct 10, 2026Carolina Milanesi
Amazon's Alexa Tablets Make a Real Case Against the iPad Air
The new Amazon Alexa Tablets, announced on October 8 in a post on the About Amazon news site by Kevin Keith, Vice President of Devices, are the first Amazon tablets that can credibly compete with Apple's iPad Air. Three decisions get them there: full access to the Google Play Store on Android, aluminum
Carolina MilanesiOpen
The Diligence StackOct 8, 2026Ben Bajarin
Bet on Bits, Part 2: What the Memory Stocks Are Pricing
Our memory floor work turned into a valuation question. Micron, SK hynix, and Samsung trade at similar peak-cycle multiples, and those multiples imply very different downturns once they are set agains
Ben BajarinOpen
Creative Strategies ResearchOct 8, 2026Carolina Milanesi
Hybrid AI and Trust Are Why the Surface Laptop Ultra Exists
Hybrid AI Set the Terms Microsoft opened its Windows and Surface event in San Francisco on October 7 with Satya Nadella, Microsoft CEO, and Pavan Davuluri, executive vice president of Windows and Devices, laying out the case for hybrid AI. Many in the room were there for the Surface Laptop Ultra. The opening framing explains
Carolina MilanesiOpen
Atlas Research NoteOct 7, 2026Ben Bajarin
Marvell Investor Day: Increased Confidence in Connectivity and Revenue Upside
Event Coverage | October 6, 2026 | Marvell 2026 Investor Day Our Read We are raising our 2030 Marvell revenue estimate from $31.8 billion to $56 billion because Marvell is selling far more silicon around the accelerator than our prior model captured. The company can earn from the XPU and the optical network, while memory connectivity and system management add further sockets inside the same accelerator domain. Our networking and CXL models support the size of that opportunity.
Ben BajarinPreview
The Diligence StackOct 6, 2026Ben Bajarin
The Agentic Data Toll
Agents need warm data, and the companies that own the systems of record have started to charge for access
Ben BajarinOpen

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Notes

Google's Gemini Agent Bets on Governance and Model Choice

Amazon's Alexa Tablets Make a Real Case Against the iPad Air

Bet on Bits, Part 2: What the Memory Stocks Are Pricing

Hybrid AI and Trust Are Why the Surface Laptop Ultra Exists

Marvell Investor Day: Increased Confidence in Connectivity and Revenue Upside

The Agentic Data Toll

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