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Exponent

Episode 033 – Apple Fans and the Future

Exponent

Ben Thompson / James Allworth

Technology

4.6832 Ratings

🗓️ 30 January 2015

⏱️ 61 minutes

🧾️ Download transcript

Summary

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

Transcript

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0:00.0

Hi, James.

0:02.2

Ben, how are you?

0:04.5

Apparently better than you.

0:06.1

Yeah, I don't know.

0:07.3

I've got a splitting headache for some reason.

0:10.2

I'm not sure why, but the very prospect of talking to you makes me feel better.

0:16.1

Yeah, I think you're just admitting defeat early.

0:19.4

Oh, all right.

0:21.7

Well, you're stealing my headache's feeling a lot better with just that one line.

0:26.1

Let's go.

0:29.0

Yeah, so actually, I ended up writing two articles this week.

0:32.7

My regular one was about, you know, Zoe Keating and YouTube and kind of what's kind of turned into my

0:38.7

ongoing campaign against streaming services.

0:41.0

But we might get to that waiter, but I actually dropped another one last night, just

0:47.7

kind of off the cuff.

0:50.9

Just kind of like, it was just so striking to me.

0:55.4

Apple delivered this record quarter, ridiculous revenues.

1:00.7

And it was interesting.

1:03.6

One, I mean, of course, you know, John Gruberd is regular, like all the claim chowder

1:06.4

and all these ridiculous, you know, predictions, especially from just a year, year and a half ago.

1:11.4

But then I was talking to a reporter and analyst, I can't remember which one it was.

1:16.1

They were asking me about China, Apple and China.

...

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