Yesterday was the iPhone launch, and it was actually a refreshing one. It was one of the first years that I think I had decently low expectations going in, but was incredibly surprised (and delighted) coming out. This is partly because for the first time in years, quite a few of the leaks, rumors, and…

Summary of the News: AI-Centric I/O: Google I/O 2025 heavily focused on Gemini AI and its integration across Google’s ecosystem, particularly Search, signaling a major strategic shift towards an AI-driven future. Android-specific news was largely separated. Gemini Model Advancements: Continued evolution of the Gemini family (2.5 Pro, Flash) including a new “Deep Think” reasoning mode,…

At Amazon’s AWS Summit in New York City, Generative AI was the primary focus, with AWS emphasizing its full-stack capabilities, extensive customer data, and security-oriented approach as key differentiators. Event focal points: 1. Generative AI Focus: AWS is heavily emphasizing its generative AI capabilities, which have become a multi-billion dollar business. The company believes this…

In discussions we have had with investors post WWDC, there is a consensus that Apple is well positioned to capitalize on driving new excitement and awareness to Apple’s hardware, software, and services ecosystem. Apple is one of, if not, the best positioned to bring AI to the mainstream in useful and functional ways that will…

Intel hosted an event, which was essentially the Intel Foundry coming out party.  It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…

Intel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU.  The event highlighted a turning point for Intel regarding product architecture and manufacturing.   Key Takeaways Intel emphasized its scale as one of the key reasons it will play a significant role in bringing AI to the edge…