Ben Bajarin

Ben studies how technology transitions reshape competitive advantage and market structure, from semiconductors and AI infrastructure to adoption and business strategy.

Research · July 21, 2021

The PC Category Resurgence

Few technology categories have taken more abuse and had opinions formed than the PC category. While the PC is not the primary computing device of billions of people, that crown belongs to the smartphone, it is still the second most adopted category of computing on the planet. The current PC installe

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Research · July 14, 2021

Apple and Developer Satisfaction With App Store

536 developers for Apple’s software platforms participated in a study Creative Strategies fielded in late May. What makes our study results particularly interesting, is the makeup of our panel ended up being small business developers making less than $500,000 a year from their apps. With 55% of them

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Research · July 7, 2021

For Peloton Owners, Hardware + Software = Delight

We were excited to run our Delight Scale on Peloton and see if it truly stood up to the glowing fanfare coming from consumers on social media. Sure enough, Peloton scored a 960, out of the possible 1200, on our Delight Scale with some of the most overwhelming positive sentiment of any consumer produ

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Research · May 26, 2021

Content Execution and Brand Promise Give Disney+ a 793 on the Delight Scale

We are excited to publish our first Delight Scale post covering some of the many key insights we gathered on how subscribers to the Disney+ streaming service think and feel about their experience. We strongly believe that a key driver of product experience delight is centered on how the product or s

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Research · May 26, 2021

The Tech Industry Build Out Cycle

One of the more interesting conversations to be happening around the tech industry currently is what kind of a cycle we are in? In the last few years, I’ve noticed an interesting tension that emerged because, as a whole, the tech industry has just come off a period of significant rapid invention and

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Research · April 29, 2021

Surprised by Apple

The only thing that keeps surprising me about Apple is that people keep being surprised by their ability to keep delivering great quarterly revenues. But, of course, I know the point I’m making is more of an industry and investor one since most of Apple’s customers pay no attention to their earnings

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Research · April 25, 2021

Intel’s Unleashes a Turnaround

Yesterday, Intel announced a series of efforts that may one day be looked back at as foundational for their turnaround. Despite Intel being in a strong market position in many of the areas they compete in, the leadership zeal Intel once brought to the technology industry had been waning, and when it

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Research · April 4, 2021

Enterprise Workplace Epiphanies

The last year has led to a number of what I call “COVID Epiphanies” by employees and employers. One of the main concerns I’ve heard was what the impact COVID would have to corporate culture going forward and how much more in control of their destiny employees will become. We have never seen such a…

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Research · March 30, 2021

AirPods Pro Score 828 points on the Delight Scale

Apple released AirPods Pro too much fanfare. We applied the Delight Scale to AirPods Pro and found customers were overwhelmingly happy with the experience and features. Condimentum et non penatibus sagittis ac duis mus enim a parturient ac faucibus convallis a ullamcorper parturient arcu a est poten

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Research · March 10, 2021

Augmented Computing (In Concept)

I want to add a perspective to the idea of augmented reality (AR) that I don’t hear discussed much. When most people, who are familiar with augmented reality, talk about AR, the concept is rooted in overlaying the digital world with the physical. Common use cases surrounding the AR vision include th

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Research · February 26, 2021

Chip Shortages and Foundry Monopolies

One of the biggest issues facing the tech industry right now is significant delays and a backlog of semiconductor foundries. Almost every tech category has seen a boost to demand, and that led to a dynamic of significant demand and not enough supply of semiconductors. While an unanticipated surge of

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Research · February 10, 2021

Why Apple Should Extend an Arm to Intel

Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsun

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