Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

San Jose, CA

creativestrategies.com

固定
Ben Bajarin
@BenBajarin
8月31日
Very excited, and anxious 😬, to show everyone what we have been working on the past few months. We are proud of the cross domain research we do and want everyone to have more access to it. Introducing CS Atlas - A Research Product from @creativestrat thediligencestack.com/p/introducing-…
Max Weinbach さんと他2人
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Ben Bajarin
@BenBajarin
3時間
The bottom line in $nvda is no one can credibly argue the company or shareholders are better of without him. The board has to reach a conclusion on if his actions were truly bad enough to warrant that risk and they will need to inform all stakeholders.
16
Ben Bajarin
@BenBajarin
4時間
MS points on foundry optics $GFS NDR
Ben Bajarin
@BenBajarin
5時間
My note on what all this means for $NVDA yesterday AM covered the ecosystem question and competitive dynamics (who benefits if $NVDA demand goes down). Lots of folks came around to my same points yesterday afternoon. thediligencestack.com/p/nvidia-after…
2
Ben Bajarin
@BenBajarin
23時間
Writing on the wall for Apple AI wearables in this new research blog. "We believe Secure Exclaves are the most advanced architecture for ambient sensing in the industry, defining an ambitious new level of security and privacy for these use cases."
security.apple.com
Secure Exclaves and Ambient Sensing - Apple Security Research
Introducing Secure Exclaves: protected and compartmentalized runtimes used to process camera and microphone data separately from the rest of the system. Isolation features added across many core...
4

Ben Bajarin

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