Episode 158 — A Significant Shift

Ben and James discuss Apple’s revenue warning and the company’s shift to services.

Links

• Ben Thompson: Apple’s Errors — Stratechery
• Letter from Tim Cook to Apple Investors — Apple
• Ben Thompson: Two Bears — Stratechery
• Ben Thompson: Apple’s China Problem — Stratechery
• Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update
• Ben Thompson: The Android Detour — Stratechery
• Ben Thompson: Apple Should Buy Netflix — Stratechery

Hosts

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

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