In China Apple is apples like an Android device right like everyone else yeah. They don't have iOS as a result of of WeChat because it's built on top of the operating systems and it's abstracted away the operating system so the only differentiation you have is your branding, says Shurtecaries' CEO. "It shows just how strong the iPhone really is that it took this sort of spectacular collection of circumstances that led to we chat being such a monster," he adds.
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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