Log in to CS Atlas
Author
Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.
The semiconductor industry is known for its cyclical nature, and we currently seem to be in a down part of the cycle according to recent earnings reports from major chipmakers. Both consumer and enterprise markets are soft right now, leading to reduced spending on PCs, smartphones, and data center i
ReadFor the entire history of software development, developers have been constrained by the device screen size they are creating apps for. This is the paradigm shift in software creation Apple hopes to accomplish with Apple Vision Pro. Apple intentionally has stayed away from terms like VR or metaverse
ReadThis 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
ReadWe 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
ReadIf 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
ReadMany 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
ReadLast 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
ReadLast 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…
ReadYou 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
ReadThere are numerous challenges facing Meta’s vision and ambition for AR/VR/XR, whatever term you prefer. The most important thing from Meta’s posture is their recognition of how difficult AR/XR will be from both a technological standpoint and a user adoption standpoint. And the reality they have embr
ReadMicrosoft has been embarking on a multi-year strategy to enable Windows OEMs to have silicon diversity. It has been within Microsoft’s best interests to help OEMs embrace multiple silicon partners, not just Intel, to leverage each unique solution for what is has to offer. Microsoft did this a few ye
ReadWhat is Intel’s fate? Curiously, this is not a question that has much grey area in the public arena, even though it should. Commentary, at least the discord I monitor and read, seems to either think Intel is on the right track or a dead company walking. Investors on the sell-side I chat with agree…
Read