Director at @techinsightsinc covering connected computing (tablets, PCs, AI, etc.); views expressed = my own; find me at Bluesky: https://xitter.cf/t.co/Kc1VsOVXDf

Detroit | Boston | Denver
Joined April 2013
The more I think about Craig Federighi's quote, "AI for the rest of us" referring to Apple's on-device AI solution, the worse it sounds #WWDC24 #WWDC It boils down to this question: who is "us"?🧵1/5
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ok I was cynical of the iPad Calculator app at first, but Math Notes looks pretty cool #WWDC
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#M4 iPad Pro 11" starts at $999 and 13" starts at $1299 and delivers *next week* 😮 #LetLoose #AppleEvent
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iPad Air gets the M2 chip, boosting performance 50%. Highlighting AI features for text recognition, photo improvement, etc. $599 for 11" $799 for 13" #LetLoose #AppleEvent
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The tablet market approached net growth in Q1 2024 despite slumping Apple results. The expected iPad Pro and iPad Air launch on May 7 could trigger pent-up iPad demand, raising expectations for the rest of the year
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Qualcomm have hinted with a twinkle in their eyes that more than one version of the Snapdragon X-series chipset for mobile computing would be released. Today it's official: Snapdragon X Plus will sit just below X Elite performance-wise and still beats the M3 chip!
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I spent some time with Qualcomm yesterday to learn more about Snapdragon X Elite and saw a reference design running Baldur’s Gate 2 in emulation while maintaining 30-45fps. Pretty remarkable progress and promising for the summer launch!
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In New York for some meetings on a misty, foggy day with the World Trade Center looming overhead
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.@techinsightsinc 4Q 2023 and year-end global tablet market share results are live and there were some big competitive shifts to talk about! Overall market ⬇12% YoY in 4Q, ⬇16% YoY for full year 2023 (link for more details in the 🧵)
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$AMD results last night bear out my thoughts on $INTC and the end of the COVID slump. AMD is now performing better than pre-pandemic times on chips sold into the PC market
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