Episode 158 — A Significant Shift

Ben and James discuss Apple’s revenue warning and the company’s shift to services.


  • Ben Thompson: Apple’s Errors — Stratechery
  • Letter from Tim Cook to Apple Investors — Apple
  • Ben Thompson: Two Bears — Stratechery
  • Ben Thompson: Apple’s China Problem — Stratechery
  • Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update
  • Ben Thompson: The Android Detour — Stratechery
  • Ben Thompson: Apple Should Buy Netflix — Stratechery


Podcast Information