We discuss Apple’s recent results, why analysts get Apple wrong, the fraught nature of fans, epistemic closure, and whether the iPhone can continue to grow.

Links

• Ben Thompson: Bad Assumptions – Stratechery
• Ben Thompson: Apple the Black Swan – Stratechery
• Ben Thompson: Best – Stratechery
• Ben Thompson: Smartphone Truths and Samsung’s Inevitable Decline – Stratechery
• James Allworth: Who Cares if Samsung Copied Apple? – Harvard Business Review (note: due to a website redesign the comments have been lost)
• Marco Arment: Apple Has Lost the Functional High Ground – Marco.org
• Marco Arment: What It’s Like to be too Popular for a Day – Marco.org
• Ben Thompson: iCloud and Apple’s Founding Myth – Stratechery
• Epistemic Closure – Wikipedia
• ‘Epistemic Closure’? Those Are Fighting Words – New York Times
• Ben Thompson: Two Bears – Stratechery
• Ben Thompson: The End of Trickle-Down Technology – Stratechery
• Loyalty Gives Apple the Edge Over Android – AllThingsD

Hosts

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

Podcast Information

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