Episode 113 — WeChat, China, and Apple

Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple.

Presented by MailChimp (bit.ly/exponent-mailchimp)

Links

• Ben Thompson: Apple’s China Problem — Stratechery (stratechery.com/2017/apples-china-problem)

• Ben Thompson: Messaging: Mobile’s Killer App — Stratechery (stratechery.com/2014/messaging-mobiles-killer-…)

• Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery (stratechery.com/2015/slack-and-the-state-of-te…)

• Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z.com/2015/08/06/wechat-china-mobile-first

• Ben Thompson: Peak Google — Stratechery (stratechery.com/2014/peak-google)

• Ben Thompson: Beyond Disruption — Stratechery (stratechery.com/2015/beyond-disruption)

• James Allworth: The Blessing of Failure — Medium (medium.com/@jamesallworth/the-blessing-of-fail…)

• Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery (stratechery.com/2014/state-consumer-technology…)

• Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery (stratechery.com/2013/why-doesnt-apple-enable-s…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

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• Presented by MailChimp (bit.ly/exponent-mailchimp)