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Amazon Devices Did Not Fail Due to DSI, It Was a Platform Bet with a GTM Strategy That Didn't Adapt
Amazon Devices Did Not Fail Due to DSI, It Was a Platform Bet with a GTM Strategy That Didn't Adapt

The WSJ has an excellent, well-sourced article about how much money Amazon has lost on its Devices division. It misses a key point on why.

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IoT, Home Entertainment, AIAvi GreengartJuly 24, 2024
Google’s Reengagement with Android Underpins OnePlus’ Expanding Ecosystem
Google’s Reengagement with Android Underpins OnePlus’ Expanding Ecosystem

OnePlus has been expanding its ecosystem beyond phones and earbuds with watches and tablets with “better together” software messaging. Counterintuitively, this is enabled by Google competing with its licensees with Pixel hardware.

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Hybrid Work, Silicon, Smartphones/Computing, WearablesAvi GreengartJuly 22, 2024
Samsung's Strong Push into Health and Wearables is the Star of its Annual Foldables Update
Samsung's Strong Push into Health and Wearables is the Star of its Annual Foldables Update

Samsung’s annual foldables update turned into a Wearables and digital health show, with solid iterative updates to the Galaxy Z Flip6, Z Fold6, Buds, and Buds Pro and big news in watches, rings, and health measurement overall.

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AI, Smartphones/Computing, WearablesAvi GreengartJuly 10, 2024
Motorola’s Latest RAZR Wows With Premium Features at $700 Price
Motorola’s Latest RAZR Wows With Premium Features at $700 Price

Motorola launched updated versions of the RAZR for 2024. The RAZR+ got the best hardware, but the base model RAZR is the one to watch.

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Smartphones/Computing, IoTAvi GreengartJuly 9, 2024
LG CineBeam Q Brings Style to Cannister Smart Projectors
LG CineBeam Q Brings Style to Cannister Smart Projectors

The market for portable cannister pico-projectors is still niche, but it has attracted the attention of larger brands like Samsung and LG. LG’s first entry strikes a nice balance between performance and design.

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Home EntertainmentAvi GreengartJuly 5, 2024
Apple Intelligence: Apple’s Version of GenAI Is Helpful, Integrated, Private, and Jargon-Free
Apple Intelligence: Apple’s Version of GenAI Is Helpful, Integrated, Private, and Jargon-Free

Apple's partnership with OpenAI is the least interesting and least important part of Apple Intelligence. Context awareness, the security model, and third-party app APIs look to be transformational -- and that's all Apple's technology and implementation, not ChatGPT.

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AI, Silicon, Smartphones/ComputingAvi GreengartJune 11, 2024
Computex 2024: Copilot+ PCs, Qualcomm, and Apple Push Intel and AMD to Innovate; Microsoft to Secure Recall
Computex 2024: Copilot+ PCs, Qualcomm, and Apple Push Intel and AMD to Innovate; Microsoft to Secure Recall

There was a flurry of innovation out of Computex this year, with Intel and AMD taking Qualcomm seriously as Microsoft tries to combine silicon and AI to compete with Apple.

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AI, Silicon, Smartphones/ComputingAvi GreengartJune 10, 2024
Hybrid Work Accessories: Logitech Combo Touch iPad Pro Keyboard Case
Hybrid Work Accessories: Logitech Combo Touch iPad Pro Keyboard Case

Logitech’s Combo Touch iPad Pro keyboard case is less expensive than Apple’s Magic Keyboard and better! …For some things. It’s worse for others. The design is the reason to buy it — or not to buy it — more than the cost savings.

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Hybrid Work, Smartphones/ComputingAvi GreengartJune 5, 2024
Verizon Solves Pain Point with ‘Ultimate’ Upgrade, Adds Even More Content
Verizon Solves Pain Point with ‘Ultimate’ Upgrade, Adds Even More Content

Verizon was behind rivals when it came to giving loyal customers upgrades, but as it fixes that it is also pulling further ahead of AT&T and T-Mobile when it comes to the breadth of streaming partners.

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Home Entertainment, Smartphones/ComputingAvi GreengartMay 31, 2024
Google I/O 2024: Untangling Mixed Messages
Google I/O 2024: Untangling Mixed Messages

Google’s I/O developer conference was a confusing mess of announcements aimed at different audiences and timeframes; this report breaks things down by audience and surfaces key announcements omitted from the keynote.

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AI, Smartphones/Computing, WearablesAvi GreengartMay 28, 2024
Microsoft Reinvigorates Windows with Recall and Snapdragon
Microsoft Reinvigorates Windows with Recall and Snapdragon

There’s been a lot of hype around AI, but Microsoft is bringing substance, and it’s enabled by exceptional Snapdragon-powered hardware that finally makes Windows laptops competitive with Apple MacBook Air.

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AI, Hybrid Work, Silicon, Smartphones/ComputingAvi GreengartMay 22, 2024
T-Mobile Makes a Prepaid "Uncarrier" Move; REVVL 7 is Noteworthy, Too
T-Mobile Makes a Prepaid "Uncarrier" Move; REVVL 7 is Noteworthy, Too

Prepaid "Uncarrier" moves? T-Mobile’s Metro brand just addressed a big pain point with prepaid customers, and T-Mobile is doing unique things with its new REVVL 7 phones.

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Smartphones/ComputingAvi GreengartMay 14, 2024
Apple’s iPad Pro Review: Extraordinary Hardware for Those Who Want Tablet-First Computing
Apple’s iPad Pro Review: Extraordinary Hardware for Those Who Want Tablet-First Computing

Apple’s iPad Pro (13” 2024) has key advances in design, display, and silicon. I went hands on with the new iPro Pro over the past week; here is my review and a bit of market analysis.

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AI, Hybrid Work, Silicon, Smartphones/ComputingAvi GreengartMay 13, 2024
Apple Streamlines iPad Line, Launches Apple Silicon M4, and Says “AI” a Lot
Apple Streamlines iPad Line, Launches Apple Silicon M4, and Says “AI” a Lot

Apple’s new iPads make it clear which iPad to buy for every purpose and budget, while adding exceptional OLED displays to the Pro models, and launching Apple Silicon M4 six months ahead of expectations.

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AI, Smartphones/Computing, SiliconAvi GreengartMay 7, 2024
TCL Bets on Mini-LED Only At High End of Its TV Range; Bet Pays Off in 2023
TCL Bets on Mini-LED Only At High End of Its TV Range; Bet Pays Off in 2023

In 2023, TCL chose to use mini-LED backlighting only on its higher-end QM8 line. HiSense took a different approach. Both bets paid off, but the higher-end mini-LED sets are threatening legacy competitors.

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Home Entertainment, SiliconAvi GreengartMay 2, 2024
Super Bundles: The Next Big Opportunity Is Adding Streaming Content to Wireless and Broadband
Super Bundles: The Next Big Opportunity Is Adding Streaming Content to Wireless and Broadband

Super-bundlers are people who combine wireless phone, home broadband, and content together in a single bundle to save money. This report examines how prevalent super bundling is, what options carriers and cable companies offer, and where the opportunities are going forward.

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Smartphones/Computing, Home EntertainmentAvi GreengartApril 24, 2024
Meta Opens Horizon OS to Hardware Partners to Take on Apple and Google in XR/Spatial Computing
Meta Opens Horizon OS to Hardware Partners to Take on Apple and Google in XR/Spatial Computing

Meta is taking the Horizon OS that powers its Quest headsets and opening it up to hardware licensees including Lenovo and ASUS. This could backfire but it pressures Google and provides a broader coalition against Apple’s Vision Pro.

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AR/VR, Silicon, Wearables, Home EntertainmentAvi GreengartApril 22, 2024
Humane Ai Pin Reviews Nightmare: Takeaways and Analysis
Humane Ai Pin Reviews Nightmare: Takeaways and Analysis

The overwhelmingly negative reviews of Humane’s Ai Pin have generated controversy. What can Humane fix, what can’t be fixed, and what does this mean for the AI accessory category?

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AI, Smartphones/Computing, WearablesAvi GreengartApril 19, 2024
Mobile Hardware Ecosystems and Charging Accessories
Mobile Hardware Ecosystems and Charging Accessories

Apple has been so successful building out its hardware ecosystem that there are multiple options for wirelessly charging an iPhone, Apple Watch, and AirPods. This report explains the state of mobile ecosystems and reviews three multi-charging options.

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Smartphones/Computing, WearablesAvi GreengartApril 10, 2024
MWC 2024 Trends and Analysis
MWC 2024 Trends and Analysis

This year’s Mobile World Congress was a return to crowded halls, Chinese OEMs, laptops, wearables, and a continuation of AI demos from last MWC (and CES). There were also the trends that should have been but weren’t.

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AI, AR/VR, IoT, Silicon, Smartphones/Computing, WearablesAvi GreengartMarch 28, 2024
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