Evidence receipt / prediction
Published · transcript-backedBen Gilbert: prediction
27 Jan 2025 Acquired TSMC Founder Morris Chang
“You have to keep peeling the onion because this (of course) supposes that Intel actually could have gotten their act together and made a chip for mobile phones that was performant.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 27 Jan 2025
- Publisher
- Acquired
- Episode
- TSMC Founder Morris Chang
Transcript context
…One super straightforward and enormous example of this is Apple. If ARM hadn’t become such a viable CPU architecture platform and Apple hadn’t standardized their Apple silicon on ARM, probably Intel would be making all of the leading edge chips that go into your iPhone. They already had the Intel relationship. Macs were running on x86 Intel chips. You have to keep peeling the onion because this (of course) supposes that Intel actually could have gotten their act together and made a chip for mobile phones that was performant. But maybe all the baggage from x86 actually prevented them from structurally doing that. It wasn’t like a competency thing, it never could have happened that x86 could run on phones. I think all this is true, but if ARM hadn’t existed, there would’ve been nowhere else for this vector of innovation to go.…
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