The whole m1 vs intel and AMD saga reminds me of innovators dilemma and the lesser referenced investors solution by Clayton Christensen.

In the solution book it basically details that everything goes through an ebb and flow of aggregation and disaggregation. This was often pointed out with Craigslist as the original aggregator and how many startups have been founded now to disaggregate it.

Interesting to read this article from that perspective. Intel and AMD disaggregated and found success for decades but now aggregating with SoC looks to yield massively better results.

Interesting to see certain business patterns continue to reappear.

Also shows that in tech no one has dominance if they don’t adapt.