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 … Continue reading Episode 033 – Apple Fans and the Future