Home

Subscriber portal home and product launcher.

Thursday, September 10, 2026

Explore Atlas by Creative Strategies

Use Atlas and its tools to put Creative Strategies research to work.

Notes

View all

The Diligence StackSep 10, 2026Ben Bajarin
Agentic AI’s Next Frontier: Cyber Defense
More capable models can help enterprises investigate threats and respond. The next challenge is deciding how much authority to give them.
Ben BajarinOpen
Creative Strategies ResearchSep 10, 2026Max Weinbach
Apple’s AI Strategy Starts With the iPhone
One of the more important ideas Apple put forward at its event was also one of the most familiar. The iPhone is becoming your personal intelligence hub. Think about what that product needs: your personal context, a screen, cameras, microphones, connectivity, and other devices connected to it.
Max WeinbachOpen
Creative Strategies ResearchSep 10, 2026Carolina Milanesi
iPhone Duo: What Apple Bought by Waiting
iPhone Duo is what vertical integration looks like when it works. Samsung and Honor have shipped good folding hardware for years. Apple is the first to ship the operating system that earns it.
Carolina MilanesiOpen
Atlas Research NoteSep 10, 2026Ben Bajarin
Apple’s iPhone Duo expands the revenue opportunity per upgrade
Creative Strategies | Event coverage | September 9, 2026 Our Read Apple’s September launch gives the company a new way to increase what its most engaged customers spend when they replace their phones. Duo introduces a larger-screen experience within iPhone, while the Pro lineup moves to higher starting prices. We see a credible path to higher iPhone revenue through premium migration even with our shipment expectations unchanged.
Ben BajarinPreview
Atlas Research NoteSep 10, 2026Ben Bajarin
AI Infrastructure Broadens Beyond Accelerators
Atlas Research Note | Event coverage | September 9-10, 2026 | Citi and Goldman conference takeaways Our Read Today’s management discussions point to a broader phase of the AI infrastructure cycle. Accelerator demand remains strong, but growth is increasingly determined by whether companies can turn silicon into working systems. Power-ready buildings, networking, storage, deployment speed, design automation, packaging, and yield now determine how quickly booked demand becomes productive compute.
Ben BajarinPreview
Atlas Research NoteSep 9, 2026Ben Bajarin
AI Infrastructure Moves From Demand to Conversion
Our Read The September 8 management sessions at Citi and Goldman filled in the operating path between AI demand and revenue across seven parts of the technology stack. Demand remains strong. The better unit of analysis now is conversion: a fab has to move through construction and tool qualification, an AI cluster needs power and acceptance, and an enterprise workload must reach repeat use.
Ben BajarinPreview

Need help?

Send the team a support ticket about account access, the research agent, billing, or the iOS app.

Contact support

Explore Atlas by Creative Strategies

Ask the Agent

Notes

Agentic AI’s Next Frontier: Cyber Defense

Apple’s AI Strategy Starts With the iPhone

iPhone Duo: What Apple Bought by Waiting

Apple’s iPhone Duo expands the revenue opportunity per upgrade

AI Infrastructure Broadens Beyond Accelerators

AI Infrastructure Moves From Demand to Conversion

Need help?