4 ms·

Stratechery - Apple, ARM, and Intel

28 points by zwieback 6y ago

x32n23nr 6y ago
The missing piece of Apple's "hegemony" in its own ecosystem: Web Search. They still depend on Google, and it's surprising to me that they don't seem to care that much.
- scarface74 6y ago
  They get paid a reported $8 billion a year by Google not to care.
- alehul 6y ago
  Search is one of those services that requires tracking to get right [1], whether to understand what we mean by a certain phrase, or to customize to a specific user. This makes it at odds with Apple’s emphasis on privacy. (See Siri for another example of a service that’s hindered by Apple’s privacy standards). [1] Many people will argue DuckDuckGo is okay, but by ‘right’ I mean competing with Google for the top slot for the everyday search user.
santoshalper 6y ago
I wonder if falling to complacency is the fate of every formerly great company. Intel was so synonymous with semiconductor excellence for decades that it is hard to imagine a world where they are no longer relevant, yet here we are.
deleted 6y ago
[deleted]
throwawaygh 6y ago
The most important paragraph in this piece is last one, which plugs a $22.8 billion bill to support domestic semiconductor manufacturing in the USA and suggests the need for new entrants. Semiconductor manufacturing is truly one of the few remaining manufacturing industries in which the USA has a competitive advantage (albeit quite eroded by TSMC over the past few years). Especially with US aviation circling the drain, this is a sector we can't afford to lose. Removing semiconductors from US manufacturing statistics makes US manufacturing statistics go from "stagnating" to "extraordinary decline". And it's not just the manufacturing sector. Semiconductors power some of America's most valuable companies (including but not limited to the FAANGs). US economic and actual security absolutely depends on a robust supply of world-class semi-conductors manufactured on-shore. Congress should take the advice in this piece and avoid making the same mistake with Intel that it made with Boeing (piling the bulk of all federal and state support for an entire sector into a single clearly dysfunctional company)
pella 6y ago
discussion: https://news.ycombinator.com/item?id=23538894 https://news.ycombinator.com/item?id=23538894

28 points by zwieback 6y ago

The missing piece of Apple's "hegemony" in its own ecosystem: Web Search. They still depend on Google, and it's surprising to me that they don't seem to care that much.

scarface74 6y ago
They get paid a reported $8 billion a year by Google not to care.
alehul 6y ago
Search is one of those services that requires tracking to get right [1], whether to understand what we mean by a certain phrase, or to customize to a specific user. This makes it at odds with Apple’s emphasis on privacy. (See Siri for another example of a service that’s hindered by Apple’s privacy standards). [1] Many people will argue DuckDuckGo is okay, but by ‘right’ I mean competing with Google for the top slot for the everyday search user.

santoshalper 6y ago

I wonder if falling to complacency is the fate of every formerly great company. Intel was so synonymous with semiconductor excellence for decades that it is hard to imagine a world where they are no longer relevant, yet here we are.

deleted 6y ago

[deleted]

throwawaygh 6y ago

The most important paragraph in this piece is last one, which plugs a $22.8 billion bill to support domestic semiconductor manufacturing in the USA and suggests the need for new entrants. Semiconductor manufacturing is truly one of the few remaining manufacturing industries in which the USA has a competitive advantage (albeit quite eroded by TSMC over the past few years). Especially with US aviation circling the drain, this is a sector we can't afford to lose. Removing semiconductors from US manufacturing statistics makes US manufacturing statistics go from "stagnating" to "extraordinary decline". And it's not just the manufacturing sector. Semiconductors power some of America's most valuable companies (including but not limited to the FAANGs). US economic and actual security absolutely depends on a robust supply of world-class semi-conductors manufactured on-shore. Congress should take the advice in this piece and avoid making the same mistake with Intel that it made with Boeing (piling the bulk of all federal and state support for an entire sector into a single clearly dysfunctional company)

pella 6y ago

discussion: https://news.ycombinator.com/item?id=23538894 https://news.ycombinator.com/item?id=23538894