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Ben Bajarin on Muck Rack

Ben Bajarin

San Jose
As seen in: Creative Strategies, Apple Podcasts, Medium, TIME, Fast Company, MarketWatch, PCMag, Substack, Cult of Mac, NewsBreak, Fast Company Brazil and
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.
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Articles

SiTime and the Timing Problem Inside AI Infrastructure

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By Ben Bajarin
| thediligencestack.com
More from Atlas today. This report pairs with the earnings reads we published on Atlas today: SiTime Q3 2026: First Quarter With Renesas Timing, and a $1 Billion Run Rate Coherent Fiscal Q1 2027: A $20 Billion PhotonLink Deal, and a Capacity Build to Match Arm FQ2 FY27: Licensing Carried the Quarter While Phones Held Royalties Back Qualcomm FQ4 FY26: Data Center Revenue Starts as Handsets Shrink We like companies whose technology represents a shift from analog to digital.
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AMD, Apple, Marvell and four more: what we published this week in CS Atlas

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By Ben Bajarin
| thediligencestack.com
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Software and the Economics of Agentic AI

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By Ben Bajarin
| Creative Strategies
AMD Series · Part 3 of 3 Compute choice, fungibility, and the cost of correctly completed work As companies put AI into everyday work, we expect attention to shift toward everything required to complete a task. An agent may use a model to interpret a request, retrieve company information, call an application, and then check the result. Those steps use different parts of the system, so the cost depends on how well the software assigns the work and how much time is spent waiting between steps.
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