👉 Go to Intel’s Disruption is Now Complete | by James Allworth | Nov, 2020 | Medium
What an interesting read specifically with Andy Grove and the work that Clay Christensen did with Intel on disruption.
He might not have realized it at the time, but when Grove was reading Christensen’s work, he wasn’t just reading about how Intel would go on to conquer the personal computer market. He was also reading about what would eventually befall the company he co-founded, 25 years before it happened.
Intel missed the performance per watt that was happening here. The A-series of chips, even when they were way less powerful than anything Intel had, were always more efficient. That is the wedge that Apple is now driving into the M1, and displacing Intel from the most valuable computer company in the world. Intel isn’t out, they will continue to have space in the server and PC market obviously, but this is a big blow.
They need to disrupt themselves now. And they should not have said no to Apple on the iPhone, but it’s hard to see how they could have been successful there.
👉 All links for jamesallworth.medium.com