From the archives: Two Bears One bear case for Apple is reasonable; one is not.http://stratechery.com/2013/two-bears/
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@monkbent Apple is playing ecosystem "Risk". As mentioned I believe on the Cubed podcast, Japan:pic.twitter.com/TiznVHYcQo
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@pedrocandrade yep - we're on the same page. My next article is along the same lines
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@monkbent I meant grow penetration on high ARPU countries even further, attacking subsidized Android rather than pre-paid Android. -
@pedrocandrade ah yes. I think that's the strategy.
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