Intel and the Danger of Integration

Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.

Meltdown, Spectre, and the State of Technology

Meltdown and especially Spectre are vexing vulnerabilities, precisely because processors are working as designed. All we can do is muddle through.

Intel, Mobileye, and Smiling Curves

Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.