Stratechery by Ben Thompson
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
https://stratechery.com/2026/the-deployment-company-back-to-the-70s-apple-and-intel/ stratechery.com