>Bob Swan was the finance guy who did not have a vision

Let's be fair to Bob, he has the vision, but dont know how to execute it because he lacks the technical knowledge.

He was also the one who finally settled the argument I had for 5 years, if Intel were to made 250M Modem for Apple, where is the additional Capex for capacity expansion on their Fabs. The answer, only to be told by Bob in a 2020 interview was they never really planned for it.

I think the 5G modems were intended to be manufactured by TSMC even before they sold the division to Apple.