Episode 190 Intel, Apple, Disruption, and Differentiation

Published: Nov. 13, 2020, 8:44 a.m.

Ben and James discuss Apple\u2019s new chip announcement and what it means for both Apple and Intel. Links James Allworth: Intel\u2019s Disruption is Now Complete \u2014 Medium Ben Thompson: Apple\u2019s Shifting Differentiation \u2014 Stratechery Ben Thompson: The Intel Opportunity \u2014 Stratechery Ben Thompson: Apple, ARM, and Intel \u2014 Stratechery Ben Thompson: Chips and Geopolitics \u2014 Stratechery Ben Thompson: Intel and the Danger of Integration \u2014\xa0Stratechery Hosts \xa0 Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review \xa0 Podcast Information \xa0 Feed iTunes SoundCloud Twitter Feedback