Episode 190 — Intel, Apple, Disruption, and Differentiation


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Nov 13 2020 59 mins   1.1k

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


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