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
Podcast Information