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Intel, Mobileye, and Smiling Curves
YouTube | Acquired Podcast
acquired.fmIn a rephrasing of Mr. Katz’s words, Michael Dell told Microsoft upon refusing the Xbox deal offered to him: When Sony cuts the prices on their PlayStations, their stock price goes up. Every time I cut prices, my stock price goes down. If you don’t understand why that happens, you don’t understand the console business. I understand why this is stra
... See moreDavid S. Evans • Invisible Engines: How Software Platforms Drive Innovation and Transform Industries
Chip War (Chris Miller):
1) Intel rebuffed Apple because they wanted to protect their high margins and thought iPhone chips would never attain high volumes
2) Flow chart of chip value chain (Licensing, Design, Fabrication, Lithography)
3) Types of Chips (DRAM, Flash, Logic)
4) Chip End-Markets (PC, Mobile, Servers, Appliances / Cars)
A subtext to last week’s article, Tech’s Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section:It is no accident that Apple and Microsoft, the two “bicycle of the mind” companies, were founded only a year apart, and for decades had broadly similar business models: sure, Microsoft licen... See more