18 - Intel Burning, With Ashraf Eassa
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We talk to chip expert Ashraf Eassa of The Motley Fool about how Intel’s chip delays mess with Apple’s roadmap, to what extent Intel is on fire, why Apple is likely moving away from Intel, why Switch may have serious staying power for Nintendo, how Marzipan points to Apple avoiding the Microsoft misstep, speculation about Project Star, a way Apple could get around saying ’No’ to a hybrid, Intel’s ongoing talent hemorrhage, the path for Apple migrating to ARM, a little bit on where AMD stands, and Apple’s bonkers silicon advantage.