Arm – Page 3 – Stratechery by Ben Thompson

The End of Windows and Slack Versus Microsoft Teams, ARM on Macs?, Apple’s Commitment to the Mac

Tuesday, April 3, 2018

Microsoft Teams is another example where Windows held too much sway. Then, ARM might be coming to the Mac; if it is, it shows the importance of commitment.

Sports and TV Follow-up, Intel Licenses ARM IP

Wednesday, August 17, 2016

First, why I don’t think sports is a bubble, then, Intel finally gives in to reality and licenses ARM IP, a necessary step in becoming a foundry-for-hire.

Softbank Buys ARM; Taylor, Kanye, Kim, and Twitter

Monday, July 18, 2016

Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.

Disrupting Basketball, Thiel-Gawker Follow-up, Intel and ARM

Tuesday, May 31, 2016

The Golden State Warriors are kinda sorta disrupting basketball, and making plenty of enemies in the process, which segues to a follow-up on Peter Thiel and Gawker. Then, Intel and ARM have dueling releases that show just how different they are.

Ben Bajarin: The Beginning of the End of Qualcomm, The Disruptive Nature of ARM

Thursday, February 4, 2016

Ben is on vacation so today’s Daily Update guest writer is Ben Bajarin. One of Ben’s many responsibilities is consulting for the chip industry, and today he shares his pessimism about Qualcomm.