Episode 065 — Competing Against Non-Consumption

Ben and James discuss Apple earnings, Twitter’s troubles, and whether or not the Internet is over-rated.

This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/exponent.

Links

• Ben Thompson: Apple’s Good Earnings, Apple is Not a Services Company — Stratechery Daily Update
• Paul Carsten: China Smartphone Glory Days Are Over as Apple, Xiaomi Face Tough Times — Reuters
• Ben Thompson: How Facebook Squashed Twitter — Stratechery
• Ben Thompson: Twitter Follow-up — Stratechery Daily Update
• Ben Thompson: Twitter’s Marketing Problem — Stratechery
• James Allworth and Ben Thompson: Check Facebook Time — Exponent
• Ben Thompson: Speech and Abuse on the Internet — Stratechery Daily Update
• Ben Thompson: Twitter and What Might Have Been — Stratechery
• Paul Krugman: Paul Krugman Reviews ‘The Rise and Fall of American Growth’ by Robert J. Gordon — The New York Times

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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