Apple is a hardware and logistic power house. What apple does that no one else in the can do is producetese these devices at incredible scale with unmatched chips. And this ist, merryspecks, doubling down on that. They have the fastest chips. Because they sell it as one widget, they make a whole ton of money out of everyone they they sell.
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