added by Tekelala · updated 2y ago
Intel, Mobileye, and Smiling Curves
Tekelala and added
- When the basis of competition changed away from pure processor performance to a low-power system the chip architecture needed to switch from being integrated (Intel) to being modular (ARM), the latter enabling an integrated BlackBerry then, and an integrated iPhone four years later. More broadly, breaking up a formerly integrated system — comm... See more
from Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson by stratechery.com
Sam Blumenthal added
- The convergence of artificial intelligence and battery technologies within the mobility space could disrupt transportation completely, radically reducing costs and benefiting consumers.
from Attention Required! | Cloudflare by Tasha Keeney
Jason Badeaux added