Modems and Market Shifts
The discussion highlights Apple's strategic move to develop its own modems, suggesting that an earlier start could have avoided current challenges. There's a critical look at Intel's reluctance to pursue lower-margin, high-volume markets, warning that such a strategy could lead to being left behind as competitors thrive in consumer tech. The conversation emphasizes the need for companies to adapt or risk becoming obsolete in a rapidly evolving industry.In this clip
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