Episode Summary
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
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