This week on Exponent, we talk about the importance of messaging and why it matters. It's one of the longest running threads on Shrutekri as is the idea of the advantages Apple gets from combining software and hardware. We're going to get into China a little bit, but the reason why I've always been so intrigued by messaging was just announced that Facebook had acquired WhatsApp for $18 billion.
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
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