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September 23, 2023 / Carolina Milanesi

Copilot: Microsoft’s Foray into Integrating AI in Everyday Life

In a recent event in New York, Microsoft unveiled Microsoft Copilot, an AI companion that creates a unified experience across various Microsoft platforms apps and services. Microsoft Copilot promises a unique blend of web intelligence, work data context, and real-time PC activity to enhance user assistance, with a strong emphasis on privacy and security. The…

September 21, 2023 / Ben Bajarin

Thinking about AI

A 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 historical observations…

July 27, 2023 / Carolina Milanesi

Samsung’s Unpacked: Redefining the Future – The Responsibility of Shaping a Market

Since Monday, I’ve been in South Korea to meet with Samsung’s executives and attend Samsung Unpacked. What has become the summer appointment with foldable saw the arrival of the 5th generation of the Galaxy Z Fold and the Galaxy Z Flip. These two devices hit the market as competition from brands such as Motorola, made…

July 5, 2023 / Ben Bajarin

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 view on when this…

June 6, 2023 / Ben Bajarin

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 and is securely positioning Apple Vision Pro…

May 25, 2023 / Ben Bajarin

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 computing relative to AI. Imminent Market Opportunity Within the context that…

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