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 (stratechery.com/2019/apples-errors)

• Letter from Tim Cook to Apple Investors — Apple (apple.com/newsroom/2019/01/letter-from-tim-coo…)

• Ben Thompson: Two Bears — Stratechery (stratechery.com/2013/two-bears)

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

• Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update (stratechery.com/2019/ces-and-the-unification-o…)

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

• Ben Thompson: Apple Should Buy Netflix — Stratechery (stratechery.com/2016/apple-should-buy-netflix)

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

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)