Research Archive

October 11, 2022 / Carolina Milanesi

Amazon and Made By Google’s Intelligent Marketing

The commentary on the latest Made by Google launch has been primarily on hardware. Still, I thought it would be more interesting to share some considerations on the overall strategy that transpired from the actual presentation, especially around Artificial Intelligence (AI) and how it compares to what we heard just a couple of weeks ago…

October 5, 2022 / Ben Bajarin

The Silicon Big Five: Intel

What is Intel’s fate? Curiously, this is not a question that has much grey area in the public arena, even though it should. Commentary, at least the discord I monitor and read, seems to either think Intel is on the right track or a dead company walking. Investors on the sell-side I chat with agree…

September 8, 2022 / Ben Bajarin

Apple Watch’s Evolving Pillars

Before I dig into a few product-specific observations about Apple Watch Series 8 and Apple Watch Ultra, I want to make a broader point. Apple Watch has been one of the more fascinating product evolutions I have seen from Apple. I say that because since it came to market, it has evolved well beyond where…

August 25, 2022 / Olivier Blanchard

What the EU’s DMA can teach us about proposed U.S. legislative action targeting “Big Tech”

In light of upcoming debates in Washington, D.C. on proposed new U.S. legislation that takes aim at the U.S. technology sector, today seems like a good day to start addressing growing concerns about the potentially harmful impact that these bills could have on U.S. innovation, global competitiveness, and national security. Part of that conversation will…

August 11, 2022 / Carolina Milanesi

Unpacking The Foldables’ Opportunity

This week, at its August Unpacked event, Samsung launched its foldable smartphones: Galaxy Z Flip4 and Galaxy Z Fold4, together with two new smartwatches, the Galaxy Watch 5 and the Galaxy Watch 5 Pro, and the new Galaxy Buds Pro 2. While the smartwatches and earbuds are exciting upgrades, the show’s star was the foldables. The Galaxy Z…

June 15, 2022 / Olivier Blanchard

MediaTek had a very good 2021. Now what?

I have been thinking even more than usual about chipmakers lately. Between ongoing global supply chain constraints, our growing reliance on microchips to power everything from our phones to our thermostats and our vehicles, and the likelihood that inflationary pressures will impact discretionary spending for the rest of this calendar year and possibly into the…

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