rayiner parent
Is there like a book or podcast on Intel’s downfall? As a 90s kid it seems unthinkable to me Intel would be dethroned so swiftly.
Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips.
https://stratechery.com/?s=intel
They were talking about this in 2013
Its happened before to any company that focuses too hard on short term profits and gets too comfortable.
Motorola GE Boeing
The list goes on…
Chip War by Chris Miller is a great read, although not specifically Intel.
asianometry on YT
also stratechery had few articles over the years
Asianometry rules. As someone who works in semiconductor research and manufacturing, his videos are crazy good.
As another 90s kid feels like there is some lesson here on how few things last forever
I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.
It's when there is a huge exit barrier that companies get away with all sorts of garbage.
Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.