Chips as a Service?
Lots of people think chip companies should build “services” businesses to capture more value. The list of companies that have accomplished this is very close to zero.
Category Archives: AR & VR
Metaverse of Madness
The metaverse is not imminent.
A Quick Look at Qualcomm Investors’ Day
Qualcomm’s investor day unveiled the company’s new positioning around edge devices, a strategy which allows them to repurpose existing products for a much wider array of customers.
Hardware for the Edge
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
Anarchy in the OS – Revisited
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
CES 2020 Overview
We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would […]
Edge Data Center. Huh. What is it good for?
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
Revisiting the Digital Multiverse
We want to revisit a post we wrote a few years back that proposed a better framework for discussing Augmented Reality (AR), Virtual Reality (VR), Mixed Reality (MR) and all […]
CES 2016 – The Digital Multiverse
Digital Realities A big area of interest for me going into the show was Virtual, Augmented and Mixed Reality, something I have taken to calling the Digital Multi-verse. As I […]
The Multiverse – AR + VR + More
VR and AR share a goal of inserting a layer of digital information between the real world and users’ brains. A clearer distinction is to gauge how much a system seeks to shut out the real world, and to measure the balance between real world imagery and wholly digital imagery.