The biggest frustration is increasingly the fact that there's so much of what's going on that I can't access because it's all in WeChat. A lot of people will like download WeChat in the US and try it out, but you have to actually set your phone to Chinese. You're not getting a taste of it outside. Outside is just a chat app. That's all it is. In China, there is a dual. There's two sorts of centralization happening. One, every single aspect of life, not just online, but also offline, goes through the phone. One, and two, everything on the phone goes through WeChat. It follows then all of the
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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