Puzzle for the evening: how could Apple/Google/Amazon make <$200 phones work in the US subsidy structure?
@BenedictEvans they have the US carriers completely by the ___
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@monkbent it's it an Apple-specific issue. All high-end phones get a $400 subsidy -
@BenedictEvans are they all $400? Possible to know? -
@monkbent not apple specific, I meant. High end androids are at similar discounts -
@BenedictEvans yes, but I’m immensely skeptical they are as high. Holding out hope T-Mobile will shed light http://stratechery.com/2013/t-mobiles-new-value-chain/ …
End of conversation
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