Research Archive

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…

March 16, 2023 / Ben Bajarin

The Year AI Goes Mainstream

We are witnessing an inflection point for AI. Before the release of ChatGPT, much of the debate was centered on what would cause AI to move beyond the monotony of backend system processes, automation, and other things there were largely invisible to end customers and cause us to have fundamentally different interactions with computer systems…

February 8, 2023 / Carolina Milanesi

OpenAI Fuels Microsoft Bing’s Race Reset in Search

I was in Redmond this week to witness what we might look back on as a turning point in tech. Microsoft’s CEO, Satay Nadella, took the stage to introduce the evolution of Bing and Edge. On the back of the newly renewed partnership with OpenAI, Microsoft took what it referred to as OpenAI’s newest artificial…

February 2, 2023 / Ben Bajarin

Theme to Watch in 2023: Cybersecurity and Closing the Detection Gap

If there was one pocket of the technology industry that truly benefited the most from a global pandemic that forced workers from the office into remote locations it was the security industry. A mass exodus from the office to the home caused many CSOs headaches and anxiety as office-based tools, hardware assets, and information left…

January 23, 2023 / Ben Bajarin

M2 Max: Under the Hood With the Latest Apple Silicon

Many years ago, I used to give a presentation to business school students specifically about the semiconductor industry. Part of that presentation focused on the wonder of semiconductors where we can marvel at the bigness and smallness of these magical pieces of science. Appreciating the bigness refers to how many billions of transistors can exist…

January 12, 2023 / Olivier Blanchard

ChatGPT and beyond: Why generative AI’s inflection point might be Tech’s most promising new market opportunity

ChatGPT represents an important inflection point for AI, and an important one for the tech industry at a time when consumers, worn down by perhaps one too many hype cycles, have begun to lose faith in the sector’s ability to deliver on its promises.    The tech industry’s current headwinds aren’t limited to inflationary pressures, a…

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