Episode 190 — Intel, Apple, Disruption, and Differentiation
Nov 13, 2020•1 hr
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Episode description
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
- Ben Thompson, @benthompson, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information
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