Four publications. One view of the technology stack.

Creative Strategies May 25, 2023

The Developer Battle and On-Device AI Compute

Ben Bajarin

This is essentially two different but interlinked analyses of the opportunity looming for AI development. On the back of Microsoft BUILD, where Microsoft outlined the fundamental computing platform shift we are witnessing, I wanted to set the broader market context, opportunity, and evolution of com

Read research

Creative Strategies April 26, 2023

World IP Day: Safeguarding Intellectual Property for a Thriving Tech Ecosystem

Olivier Blanchard

Working in the tech industry, I would be remiss if I allowed World Intellectual Property Day to go by without a nod or a tip of the hat to the fact that without IP (intellectual property), and strong, reliable, good-faith IP protections, the tech industry as we know it today would not exist. That’s

Read research

Creative Strategies March 16, 2023

The Year AI Goes Mainstream

Ben Bajarin

We are witnessing an inflection point for AI. Before the release of ChatGPT, much of the debate was centered on what would cause AI to move beyond the monotony of backend system processes, automation, and other things there were largely invisible to end customers and cause us to have fundamentally d

Read research

Creative Strategies March 13, 2023

Why We Should Not Use ChatGPT To Shame Alexa

Carolina Milanesi

As Microsoft started rolling out new Bing and Google launched Bard, I have seen many comparing these new generative AI services to digital assistants like Alexa, Google Assistant and Siri, only to point out the gap in capabilities between the two. Even Microsoft’s CEO, Satya Nadella, made the point

Read research

Creative Strategies March 3, 2023

Considerations On Mobile World Congress 2023

Carolina Milanesi

Mobile World Congress (MWC) returned to Barcelona in full force this week. While I write this on my flight home, I have not seen the final number, but I had heard we had around 90 thousand people. It certainly felt like we were back to a pre-pandemic show with a fair amount of cautious optimism…

Read research

Creative Strategies February 8, 2023

OpenAI Fuels Microsoft Bing’s Race Reset in Search

Carolina Milanesi

I was in Redmond this week to witness what we might look back on as a turning point in tech. Microsoft’s CEO, Satay Nadella, took the stage to introduce the evolution of Bing and Edge. On the back of the newly renewed partnership with OpenAI, Microsoft took what it referred to as OpenAI’s newest art

Read research

Creative Strategies February 2, 2023

Theme to Watch in 2023: Cybersecurity and Closing the Detection Gap

Ben Bajarin

If there was one pocket of the technology industry that truly benefited the most from a global pandemic that forced workers from the office into remote locations it was the security industry. A mass exodus from the office to the home caused many CSOs headaches and anxiety as office-based tools, hard

Read research

Creative Strategies January 23, 2023

M2 Max: Under the Hood With the Latest Apple Silicon

Ben Bajarin

Many years ago, I used to give a presentation to business school students specifically about the semiconductor industry. Part of that presentation focused on the wonder of semiconductors where we can marvel at the bigness and smallness of these magical pieces of science. Appreciating the bigness ref

Read research

Creative Strategies January 19, 2023

Macs In the Enterprise: A Cisco Case Study

Ben Bajarin

Last fall, I wrote about the growth potential for Apple’s Macs in the enterprise. I mentioned some research Cisco shared about their Mac choice program and the benefits they have seen as an organization by offering Mac as a choice and supporting Macs on equal footing as Windows. Cisco’s stated goal

Read research

Creative Strategies January 12, 2023

ChatGPT and beyond: Why generative AI’s inflection point might be Tech’s most promising new market opportunity

Olivier Blanchard

ChatGPT represents an important inflection point for AI, and an important one for the tech industry at a time when consumers, worn down by perhaps one too many hype cycles, have begun to lose faith in the sector’s ability to deliver on its promises.    The tech industry’s current headwinds aren’t li

Read research

Creative Strategies December 29, 2022

Tech Products I loved in 2022 and Predictions for 2023

Ben Bajarin

Last year, I started a yearly theme highlighting my favorite tech products of the year. Last year, I highlighted the Remarkable 2 tablet and now believe that e-ink notepads may be more of a trend than I initially thought. If that’s the case, I’m glad I called it. This year, I’m combining my list of…

Read research

Creative Strategies October 19, 2022

Macs–At Scale–In the Enterprise

Ben Bajarin

You would be hard-pressed to find a large modern enterprise, in the US, that doesn’t have at least a few Macs running around its halls. As was with the early days of the iPhone, executives and board members, and specific employee levels/recruits, will get any technology they want. And, of course, Ma

Read research