Ben Gilbert: evaluation

Transcript context

…I think it was 1981 when Intel landed the contract to be the CPU provider for the IBM PC. I think all the clones, because of that, have to use the same architectures as the IBM PC and to use the x86 architecture, thus, you needed an x86 compatible chip for all PCs. I don't know if they really realized the value that they had when the IBM PC chose Intel to be the supplier for that one. I assume they knew it was some amount of a big deal. It speaks to how much—even though we can rip on Intel for dragging their feet for so long and taking forever to get out of the memory business—they did have the beginnings of a backup plan. They had started working on this new emerging market because they had R&D in their core, believed they needed to be at the cutting edge, believed they needed to be investing in technology. Shipped, got it out there, and got it to be the critical path part of a major, major new product in the market. Yeah. I was going to save this for the playbook but Andy talks about this in the Only the Paranoid Survives, "The time to innovate is not when you find yourself in a strategic inflection point. It was well before then." You constantly should be looking for new product lines, looking for diversification. Honestly, Uber has done a great job of this. Where would Uber be if not for Uber Eats and Uber Freight?…

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