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.

Sports and TV Follow-up, Intel Licenses ARM IP

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.

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

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.