Episode 033 – Apple Fans and the Future

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.


  • 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 Day – Marco.org
  • Ben Thompson: iCloud and Apple’s Founding Myth – Stratechery
  • Epistemic Closure – Wikipedia
  • ‘Epistemic Closure’? Those Are Fighting Words – New York Times
  • Ben Thompson: Two Bears – Stratechery
  • Ben Thompson: The End of Trickle-Down Technology – Stratechery
  • Loyalty Gives Apple the Edge Over Android – AllThingsD


Podcast Information