65 min listen
Episode 158 — A Significant Shift
FromExponent
ratings:
Length:
49 minutes
Released:
Jan 11, 2019
Format:
Podcast episode
Description
Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links Ben Thompson: Apple’s Errors — Stratechery Letter from Tim Cook to Apple Investors — Apple Ben Thompson: Two Bears — Stratechery Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update Ben Thompson: The Android Detour — Stratechery Ben Thompson: Apple Should Buy Netflix — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Released:
Jan 11, 2019
Format:
Podcast episode
Titles in the series (100)
Episode 006: Product versus Profit: In this episode we discuss why James was less excited by WWDC than was Ben, why the Beats acquisition may actually be a textbook response to the Innovator’s Dilemma, whether Apple has every truly faced disruption, by Exponent