The Difference Engine | B2B Category Design | Private Equity | Venture Capital 39. The breakdown and break up of Intel
What happens if you fail to adapt to the age of AI? Intel's decline offers us a compelling insight into this question. They failed to keep up with the pack in 2024 and on the first of December CEO Pat Gelsinger was forced into an early resignation.
So, what does 2025 hold for Intel? Is there a pathway back to industry leadership, or will this former giant be chipped away into obscurity?
Also in today’s episode, we ask if our obsession with AI is distracting us from developing critical tech, and what has happened to the category plays of the past? Are they losing, schmoozing or simply snoozing?
What to look forward to:
00:37 Something had to give at Intel
07:33 AI’s Category cloak
15:45 Losers, Snoozers, and Schmoozers
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