Episode 158 — A Significant Shift

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 11 January 2019

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links Ben Thompson: Apple’s Errors — Stratechery Letter from Tim Cook to Apple Investors — Apple Ben Thompson: Two Bears — Stratechery Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update Ben Thompson: The Android Detour — Stratechery Ben Thompson: Apple Should Buy Netflix — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Transcript

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0:00.0	Hi, James.
0:01.3	Ben, how are you?
0:02.8	I want to note that, you know, we took a break and we said, you know, we're not going to be necessarily all on it coming back.
0:08.2	We're going to sort of ramp back up to it.
0:09.9	But here, you just got off a how many hour flight?
0:12.9	It's like a 14 hour flight.
0:14.5	A 14 hour flight and we are hustling to record a podcast.
0:18.1	We're back, baby.
0:19.1	We are back.
0:20.2	We are back. We are back. But like you said, we might ramp up a
0:23.6	little bit more slowly than usual. I'm not exactly sure what's going to come out of my mouth
0:27.6	over the course of the next hour. But I am curious to find out. Well, we are doing the hard work
0:32.8	necessary to put out this podcast for your enjoyment. So credit to you. I am not doing very much hard work.
0:37.7	I am coming down from the glow of a wonderful bucks victory, but I'm not sure that's actually hard work.
0:43.1	There you go.
0:44.7	Nothing to kill the energy. I can be making a basketball reference and you're totally not kidding it.
0:48.1	I don't know what that is. So how was your holiday?
0:52.4	It was excellent. I went back to Australia and spent it with my family and some
0:56.4	close friends. And it's always nice going back that time of year. So yeah, it was really good. Refreshed,
1:01.3	energized and ready to kick off 2019. Very good. Well, you had a better holiday than Tim Cook and
1:06.0	Apple, to say the least. I know we talked about Apple a couple podcasts ago, but it's hard to not talk about,
1:11.7	what is it, the fourth most valuable company in the world? Yes, that's quite the fall from grace in
	...

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