A report on CES 2025: tech giants were mostly absent, Nvidia's keynote was a big event, AI experimentation, supply chains adapting to geopolitics, and more
Steven Sinofsky / Hardcore Software : X: @iancutress X: @iancutress : A number of people this year saying #CES2025 felt less busy. Personally it felt same as usual, except now with a decade of attend...
GroupM: Google, Facebook, and Amazon “triopoly” grew its share of US digital ad market from 80% in 2019 to 90% in 2020, and now collects 50%+ of all US ad spend
The three tech giants now collect more than half of all ad dollars spent in the U.S. The pandemic economy got them there. Tweets: @esgarchitect , @jamessurowiecki , @deardara , @stevesi , @tcpeter , @...
Nvidia surpasses Intel as the most valuable US chipmaker, with a market cap of $248B+ as its stock has surged 68% in 2020
a first since 2014 Tweets: Luca Benini / @lucabeninizhfe : Another unthinkable event just a few years ago. The Era of the killer general-purpose processor is definitely over...and AI acceleration has ...
In Q2, IDC estimates global PC shipments grew 4.7% to 64.9M units; Gartner estimates 1.5% growth to 63M units; both say Windows 10 refresh contributed to gain
but they don't agree what a PC is Nathaniel Mott / Tom's Hardware : Gartner: US Tariffs on China Could Significantly Drive up Laptop Prices Paul Lilly / PC Gamer : PC shipments get ‘back on track’ rig...
By having an estimated one billion active device users, Apple has a self-sufficient level of ecosystem strength to thrive despite slowing user growth
Apple's ecosystem is massive. Approximately a billion people are using more than 1.4 billion Apple devices. Tweets: @neilcybart , @neilcybart , @neilcybart , @neilcybart , @neilcybart , and @stevesi ...
As Apple argues that unit sales are the wrong way to understand its business, it needs to start reporting the numbers of active customers and revenue per user
Ben Thompson / Stratechery : Tweets: @stevesi and @shiraovide Tweets: Steven Sinofsky / @stevesi : Apple's Social Network https://stratechery.com/... via @stratechery // Consumer internet companies ...
To drive sales, retailers like Target, Walmart, and Tesco are increasingly selling ads and search keywords on their websites to consumer goods companies
BERLIN/CHICAGO (Reuters) - People with hay fever hate dust. That was the premise of a marketing drive launched by British vacuum cleaner maker Dyson … Tweets: @stevesi Tweets: Steven Sinofsky / @stev...
AI predictions: bots go bust, fewer machine learning acquihires, AI is cleantech 2.0 for VCs, MLaaS dies again, full stack vertical AI startups actually work
With AI in a full-fledged mania, 2017 will be the year of reckoning. Pure hype trends will reveal themselves to have no fundamentals behind them. Tweets: @stevesi Tweets: Steven Sinofsky / @stevesi :...
comScore: time spent online on desktop devices declined 9.3% in December, 7.6% in January, 2% in February, and 6% in March compared to the same period last year
Jack Marshall / Wall Street Journal : Tweets: @stevesi , @brianrose , @ia , @markham and @jackmarshall Tweets: Steven Sinofsky / @stevesi : Is US desktop Internet use in decline? http://www.wsj.com/....
comScore: time spent online on desktop devices declined 9.3% in December, 7.6% in January, 2% in February, and 6% in March compared to the same period last year
Has Desktop Internet Use Peaked? — ComScore data show Internet use from desktop devices has declined year-over-year for four straight months Tweets: @stevesi , @jackmarshall , @ia , @brianrose and @...