033 – Apple Fans and the Future
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,…