Son: It's one thing for canibalization to take place. What was crazy about what andy managed to do with intal was this was cannibalizing their high and high margin products wit something that was a much lower margin. And you know, in the annals of business history, that's not something that happens. Son: This is sort of way of dispproving the idea of disruption. But i say this not do sort of diminish what andygrove did. It really was impressive.
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