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► Get our sharpest analysis first. Subscribe to the free ARPU newsletter: https://arpu.hedder.com?utm_source=yt... ► For a technical deep dive, check out our full intelligence: https://arpu.hedder.com/arpu-intellig... For forty years, Intel was the undisputed king of computing. Today, its empire is in a state of collapse. But the common narrative—that it was outmaneuvered by rivals like AMD and Nvidia—misses the bigger, more painful truth. Intel's greatest enemy was itself. This ARPU Deep Dive is a forensic autopsy of the catastrophic, self-inflicted wounds and strategic arrogance that led to Intel's decline. Timestamps: 0:00 - A Ghost in the Machine 1:53 - Chapter 1: The Empire of x86 5:02 - Chapter 2: The ARM Insurgency (The iPhone Mistake) 8:01 - Chapter 3: The GPU Uprising (Missing the AI Boom) 10:43 - Chapter 4: The Fragmentation of the Data Center 13:12 - Chapter 5: The Price of Failure 15:08 - Chapter 6: A War on Three Fronts 17:13 - Conclusion: The Chaos Within About ARPU: ARPU is your essential guide to the battleground of technology and AI. We go beyond the headlines to deliver the thesis-driven analysis you need to see the real game being played. Our mission is to level the information playing field with clear, evidence-based analysis. Note: Our analysis and video production are prepared by our team of editors and researchers, and narration is performed by a high-quality AI voice. Subscribe for more strategic breakdowns of the business of tech.