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I don’t think it was quite so clear on intel 10yrs ago, hard to believe but Apple introduced the 64 bit A7 in 2013, for me that was the point of no recovery for intel (without major changes like we are seeing since Gelsinger returned). The path to apple silicon was clear then it was just a matter of timing, intel had no cohesive strategy for mobile…

Apple has a long history with the majority of it spent as the underdog, so I think they are less likely to be usurped… in the next few decades they could get to the point where no senior management where there in the dark days and then it all goes to hell, but I think they’ve cemented themselves pretty well into position…



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