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The semiconductor industry is known for its cyclical nature, and we currently seem to be in a down part of the cycle according to recent earnings reports from major chipmakers. Both consumer and enterprise markets are soft right now, leading to reduced spending on PCs, smartphones, and data center i
Read article →Apple’s Mac sales are at all time highs with pretty major growth, while there may be some post-pandemic correction in play for the whole PC market, the overall trajectory of Mac sales is looking great. Apple is doing something right with the Mac to convince PC users to switch from Windows PC to Mac.
Read article →For the entire history of software development, developers have been constrained by the device screen size they are creating apps for. This is the paradigm shift in software creation Apple hopes to accomplish with Apple Vision Pro. Apple intentionally has stayed away from terms like VR or metaverse
Read article →This is essentially two different but interlinked analyses of the opportunity looming for AI development. On the back of Microsoft BUILD, where Microsoft outlined the fundamental computing platform shift we are witnessing, I wanted to set the broader market context, opportunity, and evolution of com
Read article →Working in the tech industry, I would be remiss if I allowed World Intellectual Property Day to go by without a nod or a tip of the hat to the fact that without IP (intellectual property), and strong, reliable, good-faith IP protections, the tech industry as we know it today would not exist. That’s
Read article →We are witnessing an inflection point for AI. Before the release of ChatGPT, much of the debate was centered on what would cause AI to move beyond the monotony of backend system processes, automation, and other things there were largely invisible to end customers and cause us to have fundamentally d
Read article →As Microsoft started rolling out new Bing and Google launched Bard, I have seen many comparing these new generative AI services to digital assistants like Alexa, Google Assistant and Siri, only to point out the gap in capabilities between the two. Even Microsoft’s CEO, Satya Nadella, made the point
Read article →Mobile World Congress (MWC) returned to Barcelona in full force this week. While I write this on my flight home, I have not seen the final number, but I had heard we had around 90 thousand people. It certainly felt like we were back to a pre-pandemic show with a fair amount of cautious optimism…
Read article →I was in Redmond this week to witness what we might look back on as a turning point in tech. Microsoft’s CEO, Satay Nadella, took the stage to introduce the evolution of Bing and Edge. On the back of the newly renewed partnership with OpenAI, Microsoft took what it referred to as OpenAI’s newest art
Read article →If there was one pocket of the technology industry that truly benefited the most from a global pandemic that forced workers from the office into remote locations it was the security industry. A mass exodus from the office to the home caused many CSOs headaches and anxiety as office-based tools, hard
Read article →Many years ago, I used to give a presentation to business school students specifically about the semiconductor industry. Part of that presentation focused on the wonder of semiconductors where we can marvel at the bigness and smallness of these magical pieces of science. Appreciating the bigness ref
Read article →Last fall, I wrote about the growth potential for Apple’s Macs in the enterprise. I mentioned some research Cisco shared about their Mac choice program and the benefits they have seen as an organization by offering Mac as a choice and supporting Macs on equal footing as Windows. Cisco’s stated goal
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