The Importance of Performance in Apps

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In China every there's no app that is like iOS first or iOS only if anything apps come out Android first. 90% of the population is using is using Android I mean there's really no differentiation for an apple device from a user experience perspective. The vast amount of time is spent either in a game that consumes your entire screen or or in we chat and in fact a lot of things that sort of lock you down on apple where you can't change defaults and all this sort of stuff that people kind of complain about but also makes experience kind of nice.

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