2022-02-27
Stratechery
An interview with Intel CEO Pat Gelsinger about his IDM 2.0 strategy, partnering with TSMC, the Tower Semiconductor acquisition, and learning from AMD's success
Intel has been one of the companies I have focused on from the very beginning of Stratechery. Tweets: @ntaylor963 Tweets: Nathan Taylor / @ntaylor963 : Ben Thompson interview of Intel CEO Pat Gelsinge...
2019-06-29
Stratechery
15 related
As software and services overtook hardware in importance, Apple began preparing for Jony Ive's departure back in 2015, during the run-up to the launch of Watch
here's why the departure of the design legend is actually a good thing Sam Dean / Los Angeles Times : How Jony Ive, Apple's design guru, planned his own obsolescence Mark Sullivan / Fast Company : Wha...
2018-01-24
Stratechery
Amazon Go is another manifestation of Amazon's strategy: invest massively in R&D for a moat that no retailer or software-based competitor can match
Amazon Go is the story of technology, and so is this tweet: … Yesterday the Amazon Go concept store in Seattle opened to the public … Tweets: @frank_s_david , @dtcippy , @ntaylor963 , @d_ramsden , @dt...
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