Four publications. One view of the technology stack.

Creative Strategies October 17, 2023

The Coming Spatial Computing Battle

Ben Bajarin

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 w

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Creative Strategies October 16, 2023

The Future of Semiconductors (Logic): Transistor Design and Advanced Packaging

Ben Bajarin

This week on The Circuit, Ben Bajarin is joined by guest Huiming Bu Vice President, Global Semiconductor R&D. Below is a summary of the topics covered in their conversation. The semiconductor industry is currently in a period of unprecedented complexity and competition. As we look to the future, maj

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Creative Strategies October 11, 2023

Pixel 8 Pro: Google’s AI powered super phone

Max Weinbach

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 c

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Creative Strategies October 9, 2023

IBM Watsonx – Scaling GenAI Responsibly

Ben Bajarin

IBM recently announced the general availability of WatsonX.  Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant With GenAI being a significant driver on enterprise interest, businesses still have more questions than answers in terms of how they wil

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Creative Strategies October 9, 2023

The Complex Dynamics of US-China Semiconductor Trade Restrictions

Ben Bajarin

This is a summary of the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Congress has recently raised concerns about open-source architecture RISC-V and the potential need for restrictions due to its use by Chinese companies. However, experts agree it will be extremely difficult to

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Creative Strategies October 6, 2023

An Automotive Shift Into Software Defined Vehicles

Ben Bajarin

Executive Summary The automotive industry is undergoing a major transition as original equipment manufacturers (OEMs) shift towards software-defined vehicles (SDVs). SDVs rely on integrated computing systems and software to manage core vehicle operations instead of mechanical controls. This transiti

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Creative Strategies October 6, 2023

HP Imagine 2023 Recap and Insights

Carolina Milanesi

During an analyst and press event held at its HQ’s Customer Experience Center in Palo Alto, HP showcased new hardware and services providing a glimpse of the opportunity the company has to deliver increased ROI as it leans into providing added value from the data captured by the devices customers us

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Creative Strategies October 4, 2023

Made by Google Announcement Recap and Insights

Max Weinbach

Today, Made by Google held their fall devices launch. Below is our thoughts on what is significant and the recap of the news. What’s Significant The key takeaway from Made by Google’s 2023 hardware event is the emphasis on improved AI and ML capabilities. Google announced 7 years of security updates

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Creative Strategies October 2, 2023

Innovations in Memory Technology

Ben Bajarin

Memory is one of the most critical components of computing, yet most of us don’t think much about it. On a recent episode of The Circuit podcast, hosts Ben Bajarin and Jay Goldberg interviewed memory expert Steven Woo to discuss the latest developments in memory technology. Here is an expanded summa

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Creative Strategies September 27, 2023

Meta Connect: Event Recap and Analysis

Ben Bajarin

Meta held their annual Connect conference Wednesday and at the event doubled down on their initiative to democratize specific technology experiences like VR, AR, and AI. They stated their primary goal and driving motivation to innovate is to improve each years technology platforms and offer them at

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Creative Strategies September 27, 2023

The Chasm for Virtual Reality is Deep and Wide

Ben Bajarin

Over the summer, we ran a consumer survey exploring their interest and current ownership and usage of VR headsets. With Apple’s announcements of Vision Pro, we hoped to gauge the broader consumer opportunity for VR, and maybe someday AR, but also explore how non-owners of VR headsets and owners of V

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Creative Strategies September 26, 2023

Virtual Reality Research Study: Key Findings Defining the Market

Ben Bajarin

Key Takeaways: Non-owners are most likely to try VR headsets with friends (52.3%) rather than in stores. Simulation games, YouTube/Netflix, and action games were the top experiences tried. The majority of non-owners (64.5%) had a positive first VR experience. 45.95% expressed potential interest in p

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