Research Archive
What Is Next For PC Sales?
There’s been a lot of excitement around the trajectory of PC sales in 2020. The pandemic clearly reinvigorated demand for PCs, and sales could have been even greater had the market not faced component shortages. Working from home, learning from home, and fighting boredom at home drove upgrades as well as new sales, expanding the…
Apple Fitness+ Built to Help You Keep Fit Wherever You Are
This week marked the launch of Apple Fitness+, the workout service that Apple announced back in September, together with the new Apple One subscription bundle. I spent some time checking out the trainers and some of the videos across a range of workouts. While jumping around to check everything out and have a sense of…
Semiconductors are Eating the World
Marc Andreessen famously articulated that “software is eating the world”. However, embedded in this observation is the central point that, before software can eat the world, semiconductors must eat it first. Thanks to Moore’s Law, this is exactly what is happening. We are on a journey to not just connect unconnected people and groups to…