Episode 158 — A Significant Shift
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 Proble...
January 11, 201948m 34s
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Show Notes
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