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Big Debates/Questions for 2024
Rather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around the personal computer and…
Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products
In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the role technology exploration plays in showcasing the limitations of our current computing capabilities. Below is a summary of the topics covered. Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products In today’s fast-paced world where consumer products are integrating cutting-edge…
Microsoft Ignite: Full Stack AI
At Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft’s Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is doubling down on Azure platform differentiation with custom-optimized silicon for Azure Azure AI – Models as a…
Arm Earnings: What We Learned About Growth, Competition, and Investor Expectations
In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss Arm’s latest quarter, which also happens to be their first earnings quarter as a public company. Below is a summary of topics covered on the podcast. Chip designer Arm recently reported quarterly earnings that beat expectations and raised guidance for the full…
Apple Silicon and the Mac in the Age of AI
Setting the Stage for AI On Device Perhaps unsurprisingly, the vast majority of inquiries I get from investors, founders, and the bulk of our client base from the tech ecosystem is on silicon and AI. For the better part of a year, I have been deeply engaged in these conversations, exploring the limits of current…
Apple, Qualcomm, Arm, x86 and Increased Silicon Competition
In the latest episode of the Circuit Ben Bajarin and Jay Goldberg discuss the increased competition coming in semiconductors and specific to the personal computer space. Qualcomm Doubles Down on Custom Arm At Snapdragon Summit, Qualcomm confirmed that all of its future products will utilize its own customized ARM core designs rather than off-the-shelf ARM…
