Discussion on Apple's Vision Pro & its impact on the XR industry
Tantra's Mantra with Prakash Sangam
Release Date: 06/27/2023
Computex 2024 and Apple WWDC - Recap and Analysis
Tantra's Mantra with Prakash Sangam
In this episode, Leonard Lee of Next Curve joins me in discussing and analyzing the key takeaways from Computex and Apple's Worldwide Developer's Conference. Computex Buzz: CoPilot+ PCs Take Center Stage: We explore how CoPilot+ PCs overshadowed everything at Computex, show and tell of Qualcomm, the announcement of Lunarlake by Intel, Ryzen Gen3 of AMD, both powering X86-based CoPilot+ PCs, opportunities during back-to-school season, changing competitive landscape by Holiday season and more. Apple Intelligence Announcement: We delve into Apple Intelligence, its current standing against...
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CoPilot+ PCs - Samsung PC Product Head's Perspective
Tantra's Mantra with Prakash Sangam
This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and AMD arrive later in the year, and much more. Hassan says this will be Samsung's biggest PC...
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CoPilot+ PC - Samsung PC's Head's Perspective
Tantra's Mantra with Prakash Sangam
This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and AMD arrive later in the year, and much more. Hassan says this will be Samsung's biggest PC...
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CoPilot+ PC - Samsung PC's Head's Perspective
Tantra's Mantra with Prakash Sangam
This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and AMD arrive later in the year, and much more. Hassan says this will be Samsung's biggest PC...
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CoPilot+ PC - Samsung PC's Head's Perspective
Tantra's Mantra with Prakash Sangam
This is the third in the series of Tantra's mantra episodes analyzing the CoPilot+ PCs from the market, SoC, and OEM perspectives. In this episode, I talk to Hassan Anjum, Head of Product Management for Samsung New Computing Business, which covers the Galaxy Book series of premium laptops. We discuss the needs of premium PC customers, why Windows on Arm is different this time, app compatibility, competitive landscape, Samsung differentiation, positioning when CoPilot+ PCs with Intel and AMD arrive later in the year, and much more. Hassan says this will be Samsung's biggest PC...
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TELUS CTO on Open RAN - Decision, Experience & Advice
Tantra's Mantra with Prakash Sangam
TELUS will be the first operator to use Open RAN for not only new 5G deployment but also to replace the legacy 4G network. Although the Government mandate necessitated the replacement, it was still a bold decision. TELUS will also be a multi-vendor true Open RAN deployment, with radios, cloud platform, RAN software, servers, and processors, all coming from different vendors. It expects almost 50% of the network to be Open RAN by the end of 2025. In this episode, I talk to Nazim Benhadid, CTO of TELUS, on the factors that led to choosing Open RAN, their large-scale live network performance...
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“Windows on Arm” Mega day – Exclusive Qualcomm VP Interview
Tantra's Mantra with Prakash Sangam
On this landmark day for “Windows on ARM,” where over 20 AIPC models from seven OEMs powered by Snapdragon X Elite and X Plus were announced, I sit down with Nitin Kumar, Qualcomm’s VP of Product Management for compute chipsets. In this extensive discussion, we explore Qualcomm’s business strategy, the needs of PC OEMs, and the positioning of the X Series platforms. We also examine the competitive landscape, the app developer ecosystem, and more. Additionally, we delve into Copilot+, current and future use cases for on-device AI, app compatibility, and go-to-market strategies.
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Qualcomm Snapdragon X Elite & X Plus based AIPCs - Market Impact Analysis
Tantra's Mantra with Prakash Sangam
The PC industry is on the cusp of a revolution, with major Windows OEMs poised to launch a wave of premium Arm-based AIPCs (laptops) powered by Qualcomm's Snapdragon XElite and XPlus processors. In this episode, Leonard Lee from Next Curve and I delve deep into what makes "Windows on Arm" a game-changer this time around. We explore performance improvements, the evolving app ecosystem, the focus on AI, and more. We also discuss the competitive landscape and the delicate balancing act OEMs face in navigating their relationships with Intel and Qualcomm.
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Adobe Summit - 2024: Expert Analysis & Key Takeaways
Tantra's Mantra with Prakash Sangam
"2023 was the year of experimentation and 2024 is the year of implementation, for Gen AI" was the clear message from the Adobe 2024 Summit. In this episode Bob O'Donnell of TEChnalysis and I delve into key takeaways from the summit and analyze how Adobe's firefly is improving the efficiency of "Digital Content Supply Chain" helping enterprises traverse their Digital Transformation journey. We also talk about Adobe's customer focus and its surprise strategic collaboration with Microsoft. Reference Articles:
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5G Advanced, 6G and Beyond - Discussion with Qualcomm R&D Head
Tantra's Mantra with Prakash Sangam
After the successful launch of eMBB, everybody is eagerly looking at the next phase of 5G. Industry observers are wondering where the subsequent growth will come from, how the mobile network operators will recoup the enormous investments they have made in deploying 5G, when the exciting applications and use cases we have discussed for years will come to fruition, and what the key enablers will be. In this long-ranging discussion with John Smee, SVP and Head of Wireless Research at Qualcomm, I explore 5G Advanced, drivers of wide deployments of 5G Stand Alone, and the role of AI in the...
info_outlineApple's announcement of the Vision Pro XR headset fundamentally changed the dynamics of the XR industry. My good friend and fellow analyst Leonard Lee from Next Curve and I discuss Apple's positioning of the device, its impact on the XR industry, especially existing players, and strategies they can utilize to compete with Apple.