Re:Political Chips
by throwaway4good on Wednesday August 03, 2022 @01:01PM
(#32334249)
The textbook solution is for the incumbent to spin off companies to deal with the disruptor. And one of the textbook examples is Intel.
Right or wrong, they had zero interest in betting the future of the company on low-power chips for mobile, or any other market.
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I just read the wikipedia summary of the prescription for incumbents in The Innovator's Dillema and the one thing Intel was missing was:
> They allow the disruption organization to utilize all of the company's resources when needed but are careful to make sure the processes and values were not those of the company.
To a certain extent, it feels like buying a cloud offering from AWS vs. Google. Google might have a lot of resources dedicated in absolute terms to the cloud offering, but it feels like an afterthought that might go away at any moment. The AWS offering feels like a real product that Amazon plans on making money from.
In both the cases of Intel and Google, I can't say which is true, but customers can only make their plans based on appearances, not reality.