Ben and James continue last week’s discussion about Apple’s struggles with the cloud, then discuss why the iPhone SE is such a brilliant move — and how those two things are related. Plus, an after-show about Microsoft and Intel and what makes for an effective leader.

Links

• Amir Efrati and Steve Nellis: Inside Apple’s Cloud Infrastructure Troubles — The Information
• Ben Thompson: iCloud and Apple’s Founding Myth — Stratechery
• Adam Lashinsky: The Cook Doctrine at Apple — Fortune
• Ben Thompson: Apple Music and Apple’s Focus — Stratechery
• Ben Thompson: Two Bears — Stratechery
• Ben Thompson: What Clayton Christensen — Stratechery
• Ben Thompson: Why Do Carriers Subsidize the iPhone — Stratechery
• Ben Thompson: Apple, China, and the Upper Middle Class — Stratechery Daily Update
• Ben Thompson: The End of Trickle-Down Technology — Stratechery

After-show:

• Ben Thompson: Services, Not Devices — Stratechery
• Ben Thompson: It’s Time to Split Up Microsoft — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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