Episode 113 — WeChat, China, and Apple

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 5 May 2017

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple. Presented by MailChimp Links Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: Messaging: Mobile’s Killer App — Stratechery Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z Ben Thompson: Peak Google — Stratechery Ben Thompson: Beyond Disruption — Stratechery James Allworth: The Blessing of Failure — Medium Ben Thompson: The State … Continue reading Episode 113 — WeChat, China, and Apple

Transcript

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0:00.0	Nehow, James.
0:01.3	Oh, man, I was going to do that.
0:03.1	Nihow, Ma.
0:06.1	That's funny.
0:07.1	I was literally thinking the exact same thing.
0:10.0	Mind mailed.
0:10.7	After 100 and, what, 112 episodes, 113 episodes?
0:13.6	I know.
0:14.4	It starts to get to this point soon.
0:16.5	Yeah, soon.
0:17.7	If one of us is sick, the other one will just be able to play both characters after not too long.
0:24.2	This episode of Exponent is sponsored by MailChimp, and I have no idea to say MailChimp in Chinese.
0:32.7	Yoho, I don't know.
0:36.9	Mailchimp.
0:38.6	They just entered the Chinese market.
0:41.5	They did.
0:42.1	They did.
0:43.5	Probably a tough market if you're an internet service.
0:46.0	Mailchimp has been around 2001.
0:47.6	The company started, well, they have a bigger problem is that they're an email company.
0:50.6	We'll get that in a moment.
0:52.4	The Elchimp has been around 2001.
	...

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