On the newest episode of Exponent, the podcast I co-host with James Allworth:
We discuss Apple’s recent results, why analysts get Apple wrong, the fraught nature of fans, epistemic closure, and whether the iPhone can continue to grow.
Links
- Ben Thompson: Bad Assumptions – Stratechery
- Ben Thompson: Apple the Black Swan – Stratechery
- Ben Thompson: Best – Stratechery
- Ben Thompson: Smartphone Truths and Samsung’s Inevitable Decline – Stratechery
- James Allworth: Who Cares if Samsung Copied Apple? – Harvard Business Review (note: due to a website redesign the comments have been lost)
- Marco Arment: Apple Has Lost the Functional High Ground – Marco.org
- Marco Arment: What It’s Like to be too Popular for a Day – Marco.org
- Ben Thompson: iCloud and Apple’s Founding Myth – Stratechery
- Epistemic Closure – Wikipedia
- ‘Epistemic Closure’? Those Are Fighting Words – New York Times
- Ben Thompson: Two Bears – Stratechery
- Ben Thompson: The End of Trickle-Down Technology – Stratechery
- Loyalty Gives Apple the Edge Over Android – AllThingsD