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Creative Strategies
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Creative Strategies
Innovations in Memory Technology
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
Meta Connect: Event Recap and Analysis
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
The Chasm for Virtual Reality is Deep and Wide
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
Virtual Reality Research Study: Key Findings Defining the Market
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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Creative Strategies
The State of Intel via Innovation Summit
Below a summary of topics covered in the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Last week, Intel held its annual Innovation event where it provided updates on its product roadmap and manufacturing progress. While there were no major surprises, the event gave some insights i
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Creative Strategies
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 ass
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Creative Strategies
Microsoft’s Fall Windows and Surface Event Recap and Analysis
On September 21st, 2023 Microsoft held their fall event focusing on new capabilities of Windows around AI and launching new Surface hardware. Below are our thoughts on what was significant and a recap of the main news. What’s Significant Microsoft continues to weave AI into the total experience with
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Creative Strategies
Amazon Event Announcement Recap and Insights
Amazon held its fall devices event and launched a number of new products that showcased their commitment to the consumer devices category. Below are our thoughts on what stood out and a summary of the main device announcements. What Significant In our view, the main push is the continued investment
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Creative Strategies
Thinking about AI
A few weeks ago, I gave a presentation summarizing my current thoughts and observations related to this AI moment we are observing. The most important caveat here is we are in one of those moments where there are more questions than answers, and all we can do is rely on our experience and historica
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Creative Strategies
Intel’s Ambitions to Lead in Advanced Packaging
– Overview of Intel Packaging Solutions – Intel Announces Glass Substrates – Details on Glass Substrates and Intel’s Ambition to Lead – Why It’s Significant
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Creative Strategies
Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China’s Ambitions
This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initia
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Creative Strategies
Apple Fall Wonderlust Event Report
Apple held its annual iPhone event on September 13th, 2023, to announce the new iPhone 15 lineup, Apple Watch Series 9, and Apple Watch Ultra 2. This report provides an overview of the key announcements and new products revealed at the event, as well as analyst insights on what was significant from
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The Diligence Stack
AI’s Inference Era of Ferment
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The Diligence Stack
State of Enterprise AI: What Has Changed Since the E/AI Index
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The Diligence Stack
State of Models, August 2026: What the Major Models Do Well and What They Cost
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The Diligence Stack
Optics Won’t Scale as Fast as the Market Expects
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The Heart of Tech
Meta Bought Its Way Out of a Bad Two Weeks
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The Heart of Tech
The DMA Is Opening the Phone Faster Than Anyone Can Secure It
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The Heart of Tech
When Climate AI Has to Measure Its Own Cost
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The Heart of Tech