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Exponent

Episode 077 — Physical Goods

Exponent

Ben Thompson / James Allworth

Technology

4.6832 Ratings

🗓️ 29 April 2016

⏱️ 69 minutes

🧾️ Download transcript

Summary

Ben and James follow-up on last week’s Apple services discussion and take a look at Apple’s earnings. Then a discussion of the European Commissions investigation of Google for antitrust, and a debate about how antitrust regulation needs to change, if at all. Links Episode 076: Apple’s Organization and Services — Exponent Apple Q2 2016 Earnings Call Transcript — Seeking Alpha Benjamin Mayo: Apple Earnings Press Release Titles — Twitter Ben Thompson: Apple’s Good Q1 Earnings, Apple is Not a Services Company — Stratechery Daily Update Ben Thompson: Apple’s Earnings and the iPhone Upgrade Cycle — Stratechery Daily Update Episode 005: The … Continue reading Episode 077 — Physical Goods

Transcript

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0:00.0

Hi, James.

0:00.7

Ben, how are you?

0:02.7

I'm good. I hear you're on the road.

0:04.8

I am on the road. I'm in sunny Florida.

0:08.0

Hey, you can't, you just change your pronunciation.

0:11.2

Did I?

0:11.9

You did.

0:13.0

I was mocking you for your...

0:14.6

I know, I know. I felt you had too many syllables in your pronunciation of Florida.

0:20.2

Florida or whatever you said.

0:21.9

Florida.

0:23.1

You've made me all self-conscious about it.

0:25.3

I was like, I've had, this is a topic of conversation that came up today, actually.

0:29.9

We were talking about food at work, and the word tomato came up, and everybody started laughing.

0:36.6

And I was like, you know know what I've learned to say that

0:39.2

the way that people don't laugh at me or some people I've learned to say it as tomato because the number

0:44.5

of times I've said it wanting it and people look at me like I am from Mars and not knowing that I'm

0:50.7

asking for tomatoes I've learned to say tomato as tomato, like this song.

0:55.3

Or not knowing that you're from Australia, which is kind of the same thing. Yeah, I mean,

0:59.5

it's a red, barren, like not much rain. Very similar. Okay. Well, so I wanted to do a few bits of

1:09.5

follow up on the Apple services thing.

1:12.1

I think there's this, and it's not really follow-up because I think we actually, or we were very clear about this, or I was very clear about this, both in the article, in my follow-up and on the podcast, but people are still getting this wrong.

...

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