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…

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…

We are on the cusp of some interesting times in the technology industry as a battle is looming between Apple and Meta over spatial computing/mixed reality. In case it isn’t totally obvious, the battle will first begin as a war over words as Apple will look to standardize Spatial Computing and Meta will look to…

The Google Pixel 8 Pro is the tech giant’s latest flagship smartphone, and it is a device that truly pushes the boundaries of what we can expect from on-device artificial intelligence (AI). The driving force behind these advancements is the Tensor G3 chip, Google’s semi-custom-designed system on a chip (SoC) that is built specifically to…

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…

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…