Ben Thompson
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Everything as a Service
We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
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Amazon Earnings, Amazon’s Cloud War
Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.
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Exponent Podcast: Physical Goods
On Exponent, the weekly podcast I host with James Allworth, we discuss Antitrust and Aggregation. Listen to it here.
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Apple’s Run, Apple Earnings and the iPhone Upgrade Cycle, The iPhone in China
Apple had an amazing run, but now there are very real questions about the iPhone, in no small part because Apple itself doesn’t seem sure what is going on.
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Antitrust and Aggregation
The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.
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Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
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Exponent Podcast: Apple’s Organization and Services
On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Organizational Crossroads. Listen to it here.
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Google Accused of Antitrust Violations, What Now for Google?, The Danger of Unicorns
Google set up Android to avoid anti-trust; what they didn’t plan for was an extra monopoly, which means they’re very likely guilty. Plus, why I’m officially scared of unicorns
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Services and Apple’s Strategy, The Power of a P&L, Intel Restructures
First, a follow-up on Apple’s Organizational Crossroads including why a focus on services could make more strategic sense than one might think, and why P&L responsibility can be a powerful tool. Then, Intel is restructuring in the face of increased margin pressure and in pursuit of a vision that is, from the company’s perspective, more radical…