President Chief Analyst at TECHnalysis Research covering smart devices #GenAI #5G #Edge #AR #VR #Cloud #Semis. Book author, speaker, musician @NotreDame grad.

Foster City, CA
Joined October 2010
Shared some thoughts on the rumored @Apple MacBook Pro touchscreen and what it says about the future of the Mac last night on @BBCWorld with @stevelai
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Fascinating stories about robotic hands at the @synaptics Tech Day with @psyonic CEO Dr. Aadeel Akhtar showing off the impressive work they've done.
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Looking forward to jumping onto @BBCWorld shortly to chat with @stevelai on @Apple's forthcoming "Pro and Tell" event expected to focus on the first touchscreen MacBook Pro.
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I had a chance to use @amazon's new Bee audio AI devices and the summarization capabilities are really impressive: Amazon launches new Bee 'personal AI' devices that listen to conversations cnb.cx/4jogykO
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Enjoyed the opportunity to chat on the reported Q3 earnings from @AnthropicAI last night on @BBCNews with @SallyBundockBBC. Given slowing growth and increased competition, despite the early profitability, the touted IPO numbers do seem challenging.
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Looking forward to chatting with @SallyBundockBBC on @BBCNews shortly to discuss @anthropic earnings numbers and the implications for the AI business.
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ICYMI, shared some thoughts on @bumble going private on @BBCWorld last night with @stevelai. While questions about the value of the deal and the growing challenges for dating apps are part of the story, the bigger question is can new AI capabilities fix ailing consumer services?
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Looking forward to jumping onto @BBCWorld soon to chat with @stevelai regarding the decision for @bumble to go private and what it might mean for leveraging agentic AI concepts into not just dating apps but consumer service-based apps overall.
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Lots of big news from the OCP conference this week but one item that likely won't get the attention it deserves is from @latticesemi on its new standards efforts called Secure Control and Management Plane (SCMP) to strengthen the firmware upgrade process. tinyurl.com/2nf3d388
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Very informative visual of the semiconductor equipment manufacturing market with a list of where @Applied4Tech sits in each segment.
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Interesting factoid from @Applied4Tech CEO Gary Dickerson at the company's Investor Day that 60% of the materials placed onto today's key AI chips are put there by their chip-making equipment.
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Off we go with the @Applied4Tech Investor Day here in SF
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A veritable who's who of the worldwide semiconductor world are participating with @Applied4Tech in their new Epic center, a joint effort and facility designed to enable parallel development of advanced chip-making technologies.
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Getting ready for the Epic unveiling event at @Applied4Tech. Semiconductor manufacturing for the future.
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ICYMI, got to chat with @BrookeDiPalma on @YahooFinance covering iPhone 18 sales, the Duo impact, new @amazon tablets and the @SpaceX purchase of spectrum and whether that represents a serious threat to @ATT, @TMobile and @Verizon. (TL;DR--it does not). youtu.be/Zn-RepmEVJ8?t=991
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Looking forward to jumping onto @YahooFinance shortly with @BrookeDiPalma to chat on @Apple, @Amazon devices, @SpaceX, US carriers and more.
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Yes, the 800 MHz spectrum purchase by @SpaceX is certainly interesting, but as I discussed last night on @BBCWorld with @stevelai, that doesn't make the company a serious 5G network alternative to @ATT, @TMobile and @Verizon.
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Looking forward to jumping onto @BBCWorld shortly to chat on @SpaceX and its potential threat--or not--to big US carriers @ATT, @TMobile and @Verizon
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