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There 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 embraced is that this market will take a really…

Meta’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 a surprise. On the one hand, Microsoft’s interest…

This 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 the…

Microsoft 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 years ago with AMD, working on…

The 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 what we heard just a couple of weeks ago…

What 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…