[doytch]

Huh? He talked about and linked to a series of his older articles, including this one from 2013. [1] It's been a while.

[1]: https://stratechery.com/2013/the-intel-opportunity/

[craftkiller]

That article is from before Intel started to decline. Quoting the end of that article:

> Intel is already the best microprocessor manufacturing company in the world

Intel was not driving themselves into the dirt if they are the best in their field. Instead, I'd suggest looking at when the process nodes were achieved:

  |      | Someone Else   | Intel | Lead |
  |------+----------------+-------+------|
  | 32nm | 2011 (Samsung) |  2009 |    2 |
  | 22nm | 2013 (IBM)     |  2011 |    2 |
  | 14nm | 2015 (Samsung) |  2014 |    1 |
  | 10nm | 2017 (Samsung) |  2018 |   -1 |
  | 7nm  | 2018 (TSMC)    |  2021 |   -3 |

Seems almost exactly a decade ago that Intel lost their lead and fell behind the competition.