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rayiner 21 hours ago

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.

morgango 6 hours ago | parent | next [-]

Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips.

https://stratechery.com/?s=intel

They were talking about this in 2013

https://stratechery.com/2013/the-intel-opportunity/

bfrog 9 hours ago | parent | prev | next [-]

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…

Tempest1981 21 hours ago | parent | prev | next [-]

Chip War by Chris Miller is a great read, although not specifically Intel.

maxnevermind 19 hours ago | parent | prev | next [-]

asianometry on YT

also stratechery had few articles over the years

chneu 9 hours ago | parent [-]

Asianometry rules. As someone who works in semiconductor research and manufacturing, his videos are crazy good.

AbstractH24 21 hours ago | parent | prev [-]

As another 90s kid feels like there is some lesson here on how few things last forever

Incipient 20 hours ago | parent | next [-]

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.

sexy_seedbox 19 hours ago | parent | prev [-]

Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.