What I like about these short appearances on CNBC is that they get it — Jon Fortt especially. When they were coming out of the commercial break before my spot, they played clips from Steve Jobs announcing the PowerPC-to-Intel Mac transition back in 2005, with an emphasis on Jobs’s remarks on performance-per-watt, and Apple not being able to build the then-future Macs they were imagining with the chips on the PowerPC roadmap. It’s the exact same story today. But there’s a big fundamental difference this time: now the superior platform is proprietary to Apple.
★ Monday, 14 December 2020