Episode 190 — Intel, Apple, Disruption, and Differentiation

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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