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Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
This is a summary of the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Congress has recently raised concerns about open-source architecture RISC-V and the potential need for restrictions due to its use by Chinese companies. However, experts agree it will be extremely difficult to
ReadExecutive Summary The automotive industry is undergoing a major transition as original equipment manufacturers (OEMs) shift towards software-defined vehicles (SDVs). SDVs rely on integrated computing systems and software to manage core vehicle operations instead of mechanical controls. This transiti
ReadMemory is one of the most critical components of computing, yet most of us don’t think much about it. On a recent episode of The Circuit podcast, hosts Ben Bajarin and Jay Goldberg interviewed memory expert Steven Woo to discuss the latest developments in memory technology. Here is an expanded summa
ReadMeta held their annual Connect conference Wednesday and at the event doubled down on their initiative to democratize specific technology experiences like VR, AR, and AI. They stated their primary goal and driving motivation to innovate is to improve each years technology platforms and offer them at
ReadOver the summer, we ran a consumer survey exploring their interest and current ownership and usage of VR headsets. With Apple’s announcements of Vision Pro, we hoped to gauge the broader consumer opportunity for VR, and maybe someday AR, but also explore how non-owners of VR headsets and owners of V
ReadKey Takeaways: Non-owners are most likely to try VR headsets with friends (52.3%) rather than in stores. Simulation games, YouTube/Netflix, and action games were the top experiences tried. The majority of non-owners (64.5%) had a positive first VR experience. 45.95% expressed potential interest in p
ReadBelow a summary of topics covered in the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Last week, Intel held its annual Innovation event where it provided updates on its product roadmap and manufacturing progress. While there were no major surprises, the event gave some insights i
ReadOn September 21st, 2023 Microsoft held their fall event focusing on new capabilities of Windows around AI and launching new Surface hardware. Below are our thoughts on what was significant and a recap of the main news. What’s Significant Microsoft continues to weave AI into the total experience with
ReadAmazon held its fall devices event and launched a number of new products that showcased their commitment to the consumer devices category. Below are our thoughts on what stood out and a summary of the main device announcements. What Significant In our view, the main push is the continued investment
ReadA few weeks ago, I gave a presentation summarizing my current thoughts and observations related to this AI moment we are observing. The most important caveat here is we are in one of those moments where there are more questions than answers, and all we can do is rely on our experience and historica
Read– Overview of Intel Packaging Solutions – Intel Announces Glass Substrates – Details on Glass Substrates and Intel’s Ambition to Lead – Why It’s Significant
ReadThis is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initia
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