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ChatGPT represents an important inflection point for AI, and an important one for the tech industry at a time when consumers, worn down by perhaps one too many hype cycles, have begun to lose faith in the sector’s ability to deliver on its promises. The tech industry’s current headwinds aren’t li
Read articleLast year, I started a yearly theme highlighting my favorite tech products of the year. Last year, I highlighted the Remarkable 2 tablet and now believe that e-ink notepads may be more of a trend than I initially thought. If that’s the case, I’m glad I called it. This year, I’m combining my list of…
Read articleYou would be hard-pressed to find a large modern enterprise, in the US, that doesn’t have at least a few Macs running around its halls. As was with the early days of the iPhone, executives and board members, and specific employee levels/recruits, will get any technology they want. And, of course, Ma
Read articleThere are numerous challenges facing Meta’s vision and ambition for AR/VR/XR, whatever term you prefer. The most important thing from Meta’s posture is their recognition of how difficult AR/XR will be from both a technological standpoint and a user adoption standpoint. And the reality they have embr
Read articleMeta’s goal to build a scalable on-ramp for XR and the metaverse in the enterprise would be hard to pull off without Microsoft’s help, which is why neither last week’s announcement that both companies had renewed their Metaverse-focused partnership, nor the announcement’s timing, should have come as
Read articleThis week, Microsoft held its Microsoft Ignite conference and just before kicking that off, it held what has become the traditional Surface Fall event. This year, Surface turns ten, and it is fascinating to see how far it has come in this time, not so much on the hardware, which was already ahead of
Read articleMicrosoft has been embarking on a multi-year strategy to enable Windows OEMs to have silicon diversity. It has been within Microsoft’s best interests to help OEMs embrace multiple silicon partners, not just Intel, to leverage each unique solution for what is has to offer. Microsoft did this a few ye
Read articleThe commentary on the latest Made by Google launch has been primarily on hardware. Still, I thought it would be more interesting to share some considerations on the overall strategy that transpired from the actual presentation, especially around Artificial Intelligence (AI) and how it compares to wh
Read articleWhat is Intel’s fate? Curiously, this is not a question that has much grey area in the public arena, even though it should. Commentary, at least the discord I monitor and read, seems to either think Intel is on the right track or a dead company walking. Investors on the sell-side I chat with agree…
Read articleBefore I dig into a few product-specific observations about Apple Watch Series 8 and Apple Watch Ultra, I want to make a broader point. Apple Watch has been one of the more fascinating product evolutions I have seen from Apple. I say that because since it came to market, it has evolved well beyond w
Read articleThis week, we were back in person at Apple Park for the traditional September iPhone launch. This year three products were on stage: iPhone14, Apple Watch and AirPods Pro. From the opening, Tim Cook made it clear why these products take the stage together, and their updates hit the market at the sam
Read articleIn light of upcoming debates in Washington, D.C. on proposed new U.S. legislation that takes aim at the U.S. technology sector, today seems like a good day to start addressing growing concerns about the potentially harmful impact that these bills could have on U.S. innovation, global competitiveness
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