Bob O'Donnell Profile
Bob O'Donnell

@bobodtech

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President Chief Analyst at TECHnalysis Research covering smart devices #GenAI #5G #Edge #AR #VR #Cloud #Semis. Book author, speaker, musician @NotreDame grad.

Foster City, CA
Joined October 2010
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@bobodtech
Bob O'Donnell
23 hours
There's no question that agents are going to be critical software tools for businesses of all sizes, but there are questions on tools to create them and places to buy them. In my latest for @TechSpot, I discuss what @awscloud announced this week:
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@bobodtech
Bob O'Donnell
24 hours
Offered some thoughts to @tanyadua for her @LinkedIn piece on AI browsers and the potential impact they could have on traditional internet searches: The AI browser wars heat up, Anthropic’s valuation skyrockets to $100 billion, and more news this week
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@bobodtech
Bob O'Donnell
24 hours
Enjoyed the opportunity to chat on TSMC earnings, @Nvidia, @AMD, @ASMLcompany, AI semiconductors and even agents last night on @BBCWorld.
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@bobodtech
Bob O'Donnell
24 hours
Lots of news from @awscloud this week on agentic AI platforms, development tools and marketplaces to buy them. I break down the news from the #AWSSummitNYC in my latest @SeekingAlpha:
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@bobodtech
Bob O'Donnell
2 days
Looking forward to jumping onto @BBCNews shortly to chat TSMC, @nvidia, @AMD, @ASMLcompany and AI semiconductors with @stevelai.
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@bobodtech
Bob O'Donnell
2 days
Check out the latest article in my newsletter: @awscloud Puts Agent-Focused Platform Center Stage via @LinkedIn.
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@bobodtech
Bob O'Donnell
2 days
Just getting to this, but offered some comments on @Apple's rare earth investment in this piece by @Reuters: Apple in $500 million rare earth magnet deal with MP to expand US supply chain
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@bobodtech
Bob O'Donnell
3 days
Yes, it's busy but this graphic nicely puts all the new announcements from #AWSSUMMITNYC in context of @awscloud's existing offerings.
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@bobodtech
Bob O'Donnell
3 days
Here's the big takeaway from #AWSSUMMITNYC. All of today's announcements are part of @awscloud's desire to make it the best place to build and deploy agents.
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@bobodtech
Bob O'Donnell
3 days
The importance and adoption rates of both the MCP and A2A standards continue to grow at impressive rates. Speaks well to how quickly agentic AI is going to impact the market. @awscloud #AWSSummitNYC
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@bobodtech
Bob O'Donnell
3 days
The next era of software development is going to be around agents, so this new Strands-Agents platform from @awscloud is likely going to be a significant step forward for the company. #AWSSummitNYC
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@bobodtech
Bob O'Donnell
3 days
One of the big questions for @awscloud is around how they can drive more usage of their Nova foundation models. Progress so far has been pretty solid. ##AWSSummitNYC
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@bobodtech
Bob O'Donnell
3 days
And off we go with #AWSSummitNYC
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@bobodtech
Bob O'Donnell
3 days
Getting ready for the @awscloud #AWSSummitNYC keynote
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@bobodtech
Bob O'Donnell
8 days
Finally, had fun showing off the impressive new @SamsungMobile #GalaxyZFold7 on @YahooFinance as well. (It's 19 minutes into the segment.)
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@bobodtech
Bob O'Donnell
8 days
Here's the segment from @YahooFinance on @AMD, @HPE and @Tesla.
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@bobodtech
Bob O'Donnell
8 days
Had a great opportunity to spend 90 minutes on the @YahooFinance set yesterday with @joshuahlipton and got to discuss all kinds of trends and companies including @nvidia, @AMD, @HPE, @Tesla, @Apple, @SamsungMobile and more.
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@bobodtech
Bob O'Donnell
9 days
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@bobodtech
Bob O'Donnell
9 days
RT @StevenDickens3: Great write-up on the new Samsung Fold7 from @bobodtech . If you are interested in this device or understanding foldabl….
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@bobodtech
Bob O'Donnell
9 days
Looking forward to doing a long stretch this afternoon on @YahooFinance with @joshuahlipton covering @nvidia , @AMD, @HPE , @Apple , @Tesla and more.
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