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Intel’s Necessary Pain: Why Pat Gelsinger’s Technology-First Turnaround Deserves More Time
The recent Reuters article criticizing Pat Gelsinger’s leadership at Intel paints a stark picture of a struggling turnaround, but the reality is far more nuanced. As someone who has followed Intel closely for decades, I believe much of the criticism overlooks both the magnitude of challenges Gelsinger inherited and the fundamental necessity of his technology-first…
Arm in the Data Center: The Dawn of a New Era
Introduction: 2024 – The Tipping Point for Arm’s Data Center Momentum As we close out 2024, the semiconductor industry is witnessing a significant shift in the data center market. AI is the most important technology platform shift we have seen in a decade, and perhaps longer. This fundamental shift is causing the entire technology industry…
Meta Orion – The Future Pulled Forward to Today
I had the opportunity to experience the full Meta Orion demo and, like many others who got to try the device, it was truly incredible. I’ll share my experience in the middle of this report, but I want to add some perspective on how Meta is approaching this vs. the way Apple has decided to…
A Week With iPhone 16 Pro – My Favorite Feature
Having spent the last week with the new iPhone 16 Pro Max I wanted to share a few thoughts. Key Takeaways iPhone 16 Pro vs. Pixel 9 Pro XL Image Battle My Favorite New Feature Pure Hardware Innovation Getting Harder New Experiences Unlocked by Apple Silicon Advances Image Battle Camera photography is highly subjective.…
The Google Pixel 9 Family and the Pursuit of Helpfulness
I have always found it helpful to view Google’s mission/ambition/product goals, etc., within the framework that Alphabet CEO Sundar Pichai consistently emphasizes whenever he speaks publicly. His eloquent statement of the mission is “To organize the world’s information and make it universally accessible and useful.” Within this framing, he has also stated that the ultimate…
Snapdragon X Elite and the New Era Battery Life on Windows
While it is easy to get caught up in the excitement of AI features coming to Windows in the new category of PCs called Copilot + PCs, my conviction has always been that the transformational battery life experience would be one of the most compelling reasons to upgrade for consumers and enterprises. Currently, the “more…
