The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
The Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye
Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.
Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?
Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.