Archive - The Diligence Stack - By Creative Strategies

Masters of the Supply Chain

Who Controls the Constrained AI Supply Chain/Build-Out

Mar 12 • Ben Bajarin

Apple: The Full Stack Compounder

Product excellence. Services compounding. Edge AI infrastructure. The growth thesis in full.

Mar 10 • Ben Bajarin

Copper to Fiber Part 2

Mar 5 • Ben Bajarin

Copper to Fiber: The Connectivity Inflection in AI Infrastructure

Mar 3 • Ben Bajarin

February 2026

Anthropic and the Intelligence Utility Thesis

Feb 26 • Ben Bajarin and Max Weinbach

Who is Safe in SaaS? The Lens Via our Data Moat Scorecard

Why AI Deepens Data Moats

Feb 24 • Ben Bajarin

Memory's $200B Inflection

Anatomy of a structural shift and why the memory industry may never be the same

Feb 19 • Ben Bajarin

The AWS Acceleration Thesis: Why Amazon's Cloud Business May Be Entering Its Most Consequential Growth Phase

Feb 17 • Ben Bajarin

Memory Infrastructure in the AI Era: An Expert Perspective

An Interview with Steven Woo, Fellow, Rambus Labs

Feb 11 • Ben Bajarin

The AI Infrastructure Buildout: A Comprehensive Framework for the Datacenter and Power Cycle

Feb 9 • Ben Bajarin

AI Infrastructure Economics: The $2-for-$1 Problem

Inside the narrow corridor where $400+ billion (and growing) in AI infrastructure either pays off—or doesn't

Feb 2 • Ben Bajarin and Max Weinbach

January 2026

WFE Equipment - Why This Time Is Different

Jan 27 • Ben Bajarin

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