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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    1. Benedict Evans‏Verified account @benedictevans 18 Apr 2013
      Replying to @ryanpederson

      @ryanpederson @BenBajarin @SammyWalrusIV That would be surprising: S3 was outsold 4:1 by Apple in Q4

      1 reply 0 retweets 0 likes
    2. Neil Cybart‏Verified account @neilcybart 18 Apr 2013
      Replying to @benedictevans

      @BenedictEvans @ryanpederson @BenBajarin I love how some people say it like it’s a threat. You do this or I’m switching.

      2 replies 0 retweets 0 likes
    3. Ben Thompson‏Verified account @benthompson 18 Apr 2013
      Replying to @neilcybart

      @SammyWalrusIV @BenedictEvans @ryanpederson @BenBajarin no kidding. Problem for iPhone isn't desertion. It's growth and TAM at $600.

      1 reply 0 retweets 0 likes
    4. Ben Bajarin‏Verified account @BenBajarin 18 Apr 2013
      Replying to @benthompson

      @monkbent @SammyWalrusIV @BenedictEvans @ryanpederson hundreds of millions of people used to spend upwards of $1000 on PCs annually.

      1 reply 0 retweets 0 likes
    5. Benedict Evans‏Verified account @benedictevans 18 Apr 2013
      Replying to @BenBajarin

      @BenBajarin @monkbent @sammywalrusiv @ryanpederson not billions, though

      2 replies 0 retweets 0 likes
    6. Ben Bajarin‏Verified account @BenBajarin 18 Apr 2013
      Replying to @benedictevans

      @BenedictEvans curious what the non-seasonality of Android means. Lots to think about.

      1 reply 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 18 Apr 2013
      Replying to @BenBajarin

      @BenBajarin @BenedictEvans it's phone as staple versus phone as focus/luxury. It actually aligns well with browsing/app-purchasing data

      1:29 PM - 18 Apr 2013
      1 reply 0 retweets 0 likes
        1. New conversation
        2. Ben Bajarin‏Verified account @BenBajarin 18 Apr 2013
          Replying to @benthompson

          @monkbent @BenedictEvans so does that bode well for premium Android devices like the One or S4? I would think no.

          2 replies 0 retweets 0 likes
        3. Ben Thompson‏Verified account @benthompson 18 Apr 2013
          Replying to @BenBajarin

          @BenBajarin I don't think so, and I think that was @BenedictEvans's point

          2 replies 0 retweets 0 likes
        4. Ben Bajarin‏Verified account @BenBajarin 18 Apr 2013
          Replying to @benthompson

          @monkbent @BenedictEvans perhaps all this helps explain continually solid later get iPhone success. Anyway valuable insights coming to light

          0 replies 0 retweets 0 likes
        5. End of conversation

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