The problem with mobile is mobile was a reset, basically, where on mobile, the performance of devices was much lower. And it turned out that the web, which had sort of been developed around the idea of a point and quick sort of interface wasn't a great experience on mobile devices. What was a much better experience was apps. If you try to use like Facebook, for example, it's nothing because all Facebook is in many respects. It's basically a glorified web browser.
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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Podcast Information