033 – Apple Fans and the Future
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We discuss Apple’s recent results, why analysts get Apple wrong, the fraught nature of fans, epistemic closure, and whether the iPhone can continue to grow. Links Ben Thompson: Bad Assumptions - Stratechery Ben Thompson: Apple the Black Swan - Stratechery Ben Thompson: Best - Stratechery Ben Thompson: Smartphone Truths and Samsung’s Inevitable Decline - Stratechery James Allworth: Who Cares if Samsung Copied Apple? - Harvard Business Review (note: due to a website redesign the comments have been lost) Marco Arment: Apple Has Lost the Functional High Ground - Marco.org Marco Arment: What It’s Like to be too Popular for a Day - Marco.org Ben Thompson: iCloud and Apple’s Founding Myth - Stratechery Epistemic Closure - Wikipedia ‘Epistemic Closure’? Those Are Fighting Words - New York Times Ben Thompson: Two Bears - Stratechery Ben Thompson: The End of Trickle-Down Technology - Stratechery Loyalty Gives Apple the Edge Over Android - AllThingsD Hosts Ben Thompson, @monkbent, Stratechery James Allworth,…