i think it's very admirable that apple has basically shifted its point of differentiation. And i'm curious to what extent it was even intentional. The world is about web aps now, and even more so going forward. An apple is going to have the best sort of product for that world. Whether it's intentional or not, it's admirable that they end it up there.
Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel.
Links
- James Allworth: Intel’s Disruption is Now Complete — Medium
- Ben Thompson: Apple’s Shifting Differentiation — Stratechery
- Ben Thompson: The Intel Opportunity — Stratechery
- Ben Thompson: Apple, ARM, and Intel — Stratechery
- Ben Thompson: Chips and Geopolitics — Stratechery
- Ben Thompson: Intel and the Danger of Integration — Stratechery
Hosts
Podcast Information