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Episode 172 — Game of Phones

Exponent

The Ugly Stepchild Is Getting Some Attention Again

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Summary

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Episode notes

Mackintosh: Watch is the thing that i am perhaps most excited about. I know it's selling very well, but i still don't feel like they h've cracked at 100%. He says watch has been moving towards a world of being independent. MacIntosh: In the not too distant future, you will be able to walk into a store and buy an apple watch.

Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone.

Links

Ben Thompson: Apple’s Audacity — Stratechery
Ben Thompson: Apple’s Middle Age — Stratechery
Letter from Tim Cook to Apple investors — Apple
Ben Thompson: Strategy Credit — Stratechery
Updates to the App Store Guidelines — Apple
Ben Thompson: Antitrust, the App Store, and Apple — Stratechery

Hosts

Ben Thompson, @benthompson, Stratechery
James Allworth, @jamesallworth, Harvard Business Review

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