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Creative Strategies
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Creative Strategies
Apple Vision Pro Timing Debate
A question I’m hearing coming up more frequently is about the timing of Apple Vision Pro. Before launch, my primary question for Apple launching a head-worn computer was, why now? While I agree with a broad consensus that there is a market for head-worn computers, I perhaps differ slightly with the
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Creative Strategies
The Semiconductor Cycle: Cautious Optimism Amid Market Softness
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
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Creative Strategies
Why users are switching from Windows PC to Mac
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.
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Creative Strategies
Apple Vision Pro: Computing Without Borders
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
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Creative Strategies
The Developer Battle and On-Device AI Compute
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
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Creative Strategies
World IP Day: Safeguarding Intellectual Property for a Thriving Tech Ecosystem
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
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Creative Strategies
The Year AI Goes Mainstream
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
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Creative Strategies
Why We Should Not Use ChatGPT To Shame Alexa
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
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Creative Strategies
Considerations On Mobile World Congress 2023
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…
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Creative Strategies
OpenAI Fuels Microsoft Bing’s Race Reset in Search
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
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Creative Strategies
Theme to Watch in 2023: Cybersecurity and Closing the Detection Gap
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
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Creative Strategies
M2 Max: Under the Hood With the Latest Apple Silicon
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
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The Diligence Stack
AI’s Inference Era of Ferment
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The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
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The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
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The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
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The Heart of Tech
When Climate AI Has to Measure Its Own Cost
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The Heart of Tech