Podcast: Exponent 033 – Apple Fans and the Future

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: […]

Daily Update: Google's Earnings, Amazon's Earnings (and WorkMail)

Good morning, It’s been quite a week – tons of earnings results, not all of which I’ve gotten to (I see you, Qualcomm and Alibaba), plus lots of other interesting developments like Twitter’s product expansion, Jack Dorsey’s unprovoked defense of Twitter ahead of next week’s earnings, Microsoft’s investment into Cyanogen (not to mention inflammatory anti-Google […]

Daily Update: Facebook's Earnings, Naver/LINE Disappoint

Good morning, Three quick things: I wrote a bonus article – Bad Assumptions – about why so many get Apple so wrong so often. I did not email this one – it was a bonus! – so please read it on Stratechery if you have not. I think you’ll like it With regards to several […]

Bad Assumptions

John Gruber is, as only he can, relishing the claim chowder – his collected bits of analyst wisdom sure, again and again, that Apple is doomed. Apple, of course, is not doomed. In fact, the company is the very opposite of doomed, having just posted the best quarter of any company, ever.1 The analysts Gruber […]

Daily Update: Apple's Earnings

Good morning, Today’s update is dominated by, what else, Apple’s earnings. There was other news, particularly Twitter’s introduction of native video and group messaging; I’ll try to touch on both later this week. On to the update: How Did Apple Manufacture So Many iPhones? Just hours before the earnings, I tweeted: I don’t do estimates, […]

Daily Update: Microsoft's Earnings

Good morning, I’m very sorry about the multiple emails yesterday – especially since the second email had the exact same error as the first! So embarrassing! Thanks for your patience. I found yesterday’s Microsoft results really interesting, and did a bit of a deep dive. It’s the only topic today, and it’s a bit longer […]

Dear Zoë Keating: Tell YouTube to Take a Hike

Cellist Zoë Keating is asking What Should I Do About YouTube?: My Google Youtube rep contacted me the other day. They were nice and took time to explain everything clearly to me, but the message was firm: I have to decide. I need to sign on to the new Youtube music services agreement or I […]