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> It’s a really bad sign when a customer decides it can out innovate you by internally copying your entire business and production line. Not necessarily, at sc
by sofixa 2y ago
> It’s a really bad sign when a customer decides it can out innovate you by internally copying your entire business and production line.
Not necessarily, at scale, especially Apple's scale, vertical integration can make a ton of sense - for control, innovation, price, risk hedging.
- manquer 2y agoIt is not apple's decision that is the bad sign. There can be plenty of reasons for that as you mention and wouldn't be of note if their chips were poorer or even similar to intel in performance It is the fact they can build a much better chip in almost any metric so far ahead of Intel is the red flag.