2015
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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: […]
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Daily Update: Google’s Earnings, Amazon Earnings (and WorkMail)
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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 […]
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Daily Update: Apple Earnings
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Daily Update: Microsoft Earnings
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Dear Zoë Keating: Tell YouTube to Take a Hike
Zoë Keating is an example of a new kind of content creator who can best maximize their revenue by going direct to consumers.
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Podcasts: Exponent 032 – Follow-up and Frustration; This Week in Tech; The Talk Show
On the newest episode of Exponent, the podcast I co-host with James Allworth: We briefly follow-up on last week’s copyright discussion, discuss Ben’s article on what the technology adoption curve gets wrong about Apple and Xiaomi, and then react to Microsoft’s Windows 10 (and Project HoloLens) presentation Links Stratechery Forum Discussion about Episode 30: Flabbergasted […]
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Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
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Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)