personal computing
also referred to as: pc
2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Apr 22, 2024 by Ben Gilbert · across every show →
Everything said about personal computing, oldest first
Apr 22, 2024 positive
New tech generations shift value chain power from hardware to OS
“A new technology generation, when something becomes possible and opens up a new market, It enables a shift in the point of integration in a value chain. The old value chain of IBM, if you shipped the mainframe, you had all the power. But in this new world of P…”
Jul 22, 2024 negative
Gilbert: iPads failed to replace PCs, whereas smartphones largely succeeded
“The iPad was not the PC of the future. It had its place, but it did not in any way replace PCs And it turns out that Apple scaling up the iPhone metaphor was good for tablets, but that never was gonna take over most PC use cases today. In fact, the phone has f…”