In so grove, while he was still, um, covintel, actually asked clay to come speak to their management team about disruption. And famously, that that conversation, in sort of like intel lore, is directly connected to inte watching the celler and prot celler on processors. The book came out subsequently. Grove famously went up on stage at com decks when the book came out, and said, how important it was,. but the article is what got a lot of people's attention.
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