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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. Ben Bajarin‏Verified account @BenBajarin 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 I am sure we agree where the end game is we may just disagree on the winners and losers in the meantime.

      4 replies 0 retweets 1 like
    2. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      Replying to @BenBajarin

      @BenBajarin That's where the mirroring hypothesis comes into play.

      1 reply 0 retweets 0 likes
    3. Ben Bajarin‏Verified account @BenBajarin 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 how does differentiation factor into the business model? Most important in the post-maturity cycle of a segment.

      2 replies 0 retweets 0 likes
    4. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      Replying to @BenBajarin

      @BenBajarin Which is why we're so bullish on hardware-as-distribution approach. Differentiation remains consistent with dominant biz model.

      1 reply 0 retweets 0 likes
    5. Ben Bajarin‏Verified account @BenBajarin 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 I don't entirely disagree with that but it comes with the assumption that at that time there is no hardware innovtn left.

      2 replies 0 retweets 0 likes
    6. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      Replying to @BenBajarin

      @BenBajarin At which point cycle begins anew. Sustaining innovations provide diminishing benefits to users.

      1 reply 0 retweets 0 likes
    7. Ben Thompson‏Verified account @benthompson 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 @BenBajarin he thinks Apple is overserving and that Android is good enough. His position is consistent (but wrong of course)

      1 reply 0 retweets 0 likes
    8. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      Replying to @benthompson

      @monkbent @BenBajarin That's the gist at the hardware layer. We see value moving down the stack. We'll find out if it's right or wrong.

      2 replies 0 retweets 0 likes
    9. Ben Thompson‏Verified account @benthompson 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 @BenBajarin If you're right than iPhone numbers ought to decline; slowing is better attributed to saturation

      3 replies 0 retweets 0 likes
    10. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      Replying to @benthompson

      @monkbent @BenBajarin The smartphone market is really two markets. One where carriers are buyers, one where consumers are.

      1 reply 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 @BenBajarin three. And your assumptions about subsidies are not nearly subtle enough

      8:58 AM - 19 Sep 2013
      1 reply 0 retweets 0 likes
        1. New conversation
        2. Ben Thompson‏Verified account @benthompson 19 Sep 2013
          Replying to @benthompson

          @sameer_singh17 @BenBajarin for example, % of GDP attributable to services is highly correlative to iPhone share

          1 reply 0 retweets 0 likes
        3. Ben Thompson‏Verified account @benthompson 19 Sep 2013
          Replying to @benthompson

          @sameer_singh17 @BenBajarin so it the iPhone dependent on service economy, or subsidy, or is subsidy inherent to service economy?

          1 reply 0 retweets 0 likes
        4. Sameer Singh‏ @sameer_singh17 19 Sep 2013
          Replying to @benthompson

          @monkbent @BenBajarin You're looking at these metrics at a point in time. Figures look different when bases of competition are different.

          1 reply 0 retweets 0 likes
        5. Ben Thompson‏Verified account @benthompson 19 Sep 2013
          Replying to @sameer_singh17

          @sameer_singh17 @BenBajarin I'm not an idiot. I accounted for subsidization percentages.

          1 reply 0 retweets 0 likes
        6. Sameer Singh‏ @sameer_singh17 19 Sep 2013
          Replying to @benthompson

          @monkbent @BenBajarin Did not account for per capita income, which is higher in subsidized markets. Mature markets spend more on services.

          1 reply 0 retweets 0 likes
        7. Ben Thompson‏Verified account @benthompson 19 Sep 2013
          Replying to @sameer_singh17

          @sameer_singh17 @BenBajarin yes, that's my point. You're waiting for the subsidy floor to fall out, but your analysis of it is flawed

          4 replies 0 retweets 0 likes
        8. Sameer Singh‏ @sameer_singh17 19 Sep 2013
          Replying to @benthompson

          @monkbent @BenBajarin First of all, we're talking about two different definitions of services here.

          0 replies 0 retweets 0 likes
        9. End of conversation

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