Business Breakdowns: Intel

Business Breakdown episodes usually are a great learning experience for me, and this episode on Intel certainly is up there in terms of both the detailed knowledge on offer and the macro view of the industry’s dynamics

'Todd Ahlsten is the CIO of Parnassus Investments. We cover his framework for distinguishing cyclical fluctuations from structural shifts, the missed opportunities that define much of Intel’s recent history, and how AI and geopolitics are driving the company’s latest reinvention. ’

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