The Cost of a Mobile Phone

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There are so many more things that people can do on a smartphone because it's with them and in their pocket. The fact that it can't outperform the mainframe on the old basis of performance doesn't matter anymore. There's so much functionality that goes far beyond that everyone who was locked in the PC paradigm could only imagine it as a small PC when in reality it is and should be you know so much more.

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.

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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 of Consumer Technology at the End of 2014 — Stratechery
Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery