Episode 131 — Head-on is Hard

Ben and James break down the differences between new market and low end disruption and how they apply — or don’t — to Apple and the iPhone.

Links

• Ben Thompson: Apple at Its Best — Stratechery (stratechery.com/2017/apple-at-its-best)

• Apple’s iPhone X Parts Cost $115 More Than iPhone 8, IHS Says — Bloomberg (bloomberg.com/news/articles/2017-11-08/apple-s…)

• Ben Thompson: What Clayton Christensen Got Wrong — Stratechery (stratechery.com/2013/clayton-christensen-got-w…)

• Ben Thompson: Beyond the iPhone — Stratechery (stratechery.com/2016/beyond-the-iphone)

• Ben Thompson: Apple’s Organizational Crossroads — Stratechery (stratechery.com/2016/apples-organizational-cro…)

• Ben Thompson: The Android Detour — Stratechery (stratechery.com/2013/the-android-detour)

• Ben Thompson: Apple and the Oak Tree — Stratechery (stratechery.com/2017/apple-and-the-oak-tree)

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…)

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