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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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    Two-way (sending and receiving) short codes:

    Country Code For customers of
    United States 40404 (any)
    Canada 21212 (any)
    United Kingdom 86444 Vodafone, Orange, 3, O2
    Brazil 40404 Nextel, TIM
    Haiti 40404 Digicel, Voila
    Ireland 51210 Vodafone, O2
    India 53000 Bharti Airtel, Videocon, Reliance
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    1. Horace Dediu‏Verified account @asymco 21 Apr 2013

      Average revenue per mobile-cellular subscription in 2010 by country. Would love to have more than 60 countries.http://twitpic.com/ckybnl 

      19 replies 36 retweets 21 likes
    2. Ben Thompson‏Verified account @benthompson 21 Apr 2013
      Replying to @asymco

      @asymco would you mind sharing the original data set for that graph? DM me if you want to email...

      1 reply 0 retweets 0 likes
    3. Horace Dediu‏Verified account @asymco 22 Apr 2013
      Replying to @benthompson

      @monkbenthttp://twitpic.com/cl3t6l 

      2 replies 1 retweet 1 like
      Ben Thompson‏Verified account @benthompson 22 Apr 2013
      Replying to @asymco

      @asymco I compared the ARPU data to iOS and Android browser share:http://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ …

      11:42 AM - 22 Apr 2013
      1 reply 0 retweets 0 likes
        1. New conversation
        2. Horace Dediu‏Verified account @asymco 22 Apr 2013
          Replying to @benthompson

          @monkbent consider doing a scatter plot

          1 reply 0 retweets 0 likes
        3. Ben Thompson‏Verified account @benthompson 22 Apr 2013
          Replying to @asymco

          @asymco thank you so much. Fixed it: http://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ … It's approximately 98798% better.

          1 reply 3 retweets 6 likes
        4. eric perlberg‏ @eric_perlberg 22 Apr 2013
          Replying to @benthompson

          @monkbent the question you don’t address is how much profit is in the area not addressed by iPhone & at what point it’s too costly 2 bother

          2 replies 0 retweets 0 likes
        5. Ben Thompson‏Verified account @benthompson 22 Apr 2013
          Replying to @eric_perlberg

          @relentlessFocus yep. Simply "making the case." Will get into implications, but this gives hint to my thinking: http://stratechery.com/2010/apple-innovators-dilemma/ …

          1 reply 0 retweets 0 likes
        6. eric perlberg‏ @eric_perlberg 22 Apr 2013
          Replying to @benthompson

          @monkbent I’m not a Christensen fan & his analysis of Apple isn’t well informed.

          2 replies 0 retweets 0 likes
        7. Ben Thompson‏Verified account @benthompson 22 Apr 2013
          Replying to @eric_perlberg

          @relentlessFocus but the tension between margin, market and growth is a real one

          2 replies 0 retweets 0 likes
        8. eric perlberg‏ @eric_perlberg 22 Apr 2013
          Replying to @benthompson

          @monkbent my point being that this issue has been in Apple’s consciousness for years…

          2 replies 0 retweets 0 likes
        9. Ben Thompson‏Verified account @benthompson 22 Apr 2013
          Replying to @eric_perlberg

          @relentlessFocus indeed it has

          0 replies 0 retweets 0 likes
        10. End of conversation

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