Ideas and analysis from the Creative Strategies team.

Technology strategy, semiconductor architecture, product experience, and the future of work.

Latest articles

May 19, 2024 · Ben Bajarin

REPORT: The NPU – The Newest Chip on the Block

The New Chip on the Block The Neural Processing Unit (NPU) has evolved significantly since the introduction of deep learning models like AlexNet in 2012. NPUs are specialized hardware accelerators designed to efficiently process neural network operations, such as the numerous multiplies and accumula

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April 13, 2024 · Carolina Milanesi

At Google Cloud Next, Google Workspace Unveiled AI-Powered Innovations

During Google Cloud Next, Google announced a new wave of innovations and enhancements to Google Workspace aimed at revolutionizing the way people work and collaborate. The highlight of this update is the introduction of Google Vids, an AI-powered video creation app that brings real-time collaboratio

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April 2, 2024 · Ben Bajarin

Insights and Takeaways from Nvidia GTC

On the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss their observations and takeaways from Nvidia GTC. Summary Nvidia’s recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized fo

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January 30, 2024 · Carolina Milanesi

Exploring Apple Vision Pro: A Personal Journey

After spending a week with the Apple Vision Pro, here are my first impressions of the device. While certain aspects may feel familiar to those accustomed to VR headsets, the blend of exceptional image clarity and superior sound quality elevates the overall experience to a new level of immersion. Use

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January 22, 2024 · Ben Bajarin

Delight Scale Product Rating = Oculus Quest

We recently surveyed owners of Oculus Quest VR headsets in order to gauge their sentiment regarding the overall product experience of the Meta Oculus Quest as a product. As we suspected, owners of the Meta Quest were overwhelmingly positive about the device, and the core experiences. Perhaps most in

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January 19, 2024 · Ben Bajarin

Highlights from CES for the Semiconductor Landscape

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big…

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December 27, 2023 · Ben Bajarin

Big Debates/Questions for 2024

Rather than an end of year predictions piece, I find it is more helpful to look at what some of the big debates/questions for 2024 will be surrounding the technology industry. Winners in AI We are at the beginning of an infrastructure build-out cycle very much similar to similar build-outs around th

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November 15, 2023 · Ben Bajarin

Microsoft Ignite: Full Stack AI

At Ignite today, Microsoft unveils transformative AI advances across industries with next-gen cloud infrastructure and expanded copilot capabilities. Key Takeaways Microsoft’s Work Index report further confirms the significant productivity gains achieved with Copilot and AI software Microsoft is dou

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November 8, 2023 · Ben Bajarin

Apple Silicon and the Mac in the Age of AI

Setting the Stage for AI On Device Perhaps unsurprisingly, the vast majority of inquiries I get from investors, founders, and the bulk of our client base from the tech ecosystem is on silicon and AI. For the better part of a year, I have been deeply engaged in these conversations, exploring the limi

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