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   Podcast Information   Feed iTunes SoundCloud Twitter Feedback