Episode 131 — Head-on is Hard

Ben and James break down the differences between new market and low end disruption and how they apply — or don’t — to Apple and the iPhone.

Links

• Ben Thompson: Apple at Its Best — Stratechery
• Apple’s iPhone X Parts Cost $115 More Than iPhone 8, IHS Says — Bloomberg
• Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
• Ben Thompson: Beyond the iPhone — Stratechery
• Ben Thompson: Apple’s Organizational Crossroads — Stratechery
• Ben Thompson: The Android Detour — Stratechery
• Ben Thompson: Apple and the Oak Tree — Stratechery

Hosts

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

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