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 (jamesallworth.medium.com/intels-disruption-is-…)

• Ben Thompson: Apple’s Shifting Differentiation — Stratechery (stratechery.com/2020/apples-shifting-different…)

• Ben Thompson: The Intel Opportunity — Stratechery (stratechery.com/2013/the-intel-opportunity)

• Ben Thompson: Apple, ARM, and Intel — Stratechery (stratechery.com/2020/apple-arm-and-intel)

• Ben Thompson: Chips and Geopolitics — Stratechery (stratechery.com/2020/chips-and-geopolitics)

• Ben Thompson: Intel and the Danger of Integration — Stratechery (stratechery.com/2020/chips-and-geopolitics)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)