Episode 131 — Head-on is Hard

Ben and James break down the differences between new market and low end disruption and how they apply — or don’t — to Apple and the iPhone.

Links

  • Ben Thompson: Apple at Its Best — Stratechery
  • Apple’s iPhone X Parts Cost $115 More Than iPhone 8, IHS Says — Bloomberg
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: Beyond the iPhone — Stratechery
  • Ben Thompson: Apple’s Organizational Crossroads — Stratechery
  • Ben Thompson: The Android Detour — Stratechery
  • Ben Thompson: Apple and the Oak Tree — Stratechery

Hosts

Podcast Information