Research Archive

December 27, 2023 / Ben Bajarin

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…

November 15, 2023 / Ben Bajarin

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…

November 8, 2023 / Ben Bajarin

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…

October 17, 2023 / Ben Bajarin

The Coming Spatial Computing Battle

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…

October 11, 2023 / Max Weinbach

Pixel 8 Pro: Google’s AI powered super phone

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…

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…

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