Intel Unleashed, Gelsinger on Intel, IDM 2.0

New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.

Intel Problems

Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.

Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.