The Decline of the Web in China Due to Mobile Device Dominance

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The web is effectively dead in China because it doesn't make sense on mobile devices. China is far ahead in using smartphones to manage daily life, with everything from food delivery to communication possible through a phone. In the US, it's hard to grasp because phones are used as an addition to PCs, unlike in China where they are the primary device.

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