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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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    Ben Thompson‏Verified account @benthompson 22 Sep 2013

    The theory of low-end disruption is flawed: it doesn't apply to consumer markets (including Apple) ♻️ http://stratechery.com/2013/clayton-christensen-got-wrong/ … /tip @Techmeme

    7:37 PM - 22 Sep 2013
    • 16 Retweets
    • 21 Likes
    • Billy Matthews KyberVision Michael Sowa Isaac J. Terronez Rodrigo Campos Peter Corkery Trevor Rowe George Kelly 📰 Domingo Gallardo
    22 replies 16 retweets 21 likes
      1. New conversation
      2. Sameer Singh‏ @sameer_singh17 22 Sep 2013
        Replying to @benthompson

        @monkbent Is there any research to support the claim that user experience cannot ever be "good enough"?

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @sameer_singh17

        @sameer_singh17 obv only applicable to a segment of the market, but that's my point

        2 replies 0 retweets 0 likes
      4. Sameer Singh‏ @sameer_singh17 22 Sep 2013
        Replying to @benthompson

        @monkbent I fear the best case studies to end this argument are the smartphone/tablet industries themselves.

        1 reply 2 retweets 0 likes
      5. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @sameer_singh17

        @sameer_singh17 although, the fact you have yet to seriously address the music player market beyond hand waving weakens your argument

        2 replies 0 retweets 0 likes
      6. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @benthompson

        @sameer_singh17 but that was unfair after I said no more ;) You are allowed one more shot in response ;)

        1 reply 0 retweets 1 like
      7. Sameer Singh‏ @sameer_singh17 22 Sep 2013
        Replying to @benthompson

        @monkbent On an entirely different note, what time does apple usually reveal weekend sales data?

        4 replies 0 retweets 0 likes
      8. Ben Bajarin‏Verified account @BenBajarin 22 Sep 2013
        Replying to @sameer_singh17

        @sameer_singh17 @monkbent for disruption theory to be useful today in consumer markets it must be revised with behavioral economics in mind

        2 replies 0 retweets 2 likes
      9. Michael Vakulenko‏ @mvakulenko 22 Sep 2013
        Replying to @BenBajarin

        @BenBajarin @sameer_singh17 @monkbent Not just consumer markets. @claychristensen says identity can become friction. http://m.huffpost.com/us/entry/3204959 …

        2 replies 1 retweet 1 like
      10. 3 more replies
      1. New conversation
      2. Sameer Singh‏ @sameer_singh17 22 Sep 2013
        Replying to @benthompson

        @monkbent And Porter's framework is excellent if your goal is to analyze industry at a point in time. Theories not really at odds.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @sameer_singh17

        @sameer_singh17 we have a profound disagreement. If my post didn't change your mind, then it's probably not worth discussing.

        1 reply 0 retweets 1 like
      4. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @benthompson

        @sameer_singh17 I don't mean that in a bad way. We're just in different universes on this.

        1 reply 0 retweets 1 like
      5. Sameer Singh‏ @sameer_singh17 22 Sep 2013
        Replying to @benthompson

        @monkbent I understand and totally agree.

        0 replies 0 retweets 0 likes
      6. End of conversation
      1. New conversation
      2. Greg Fobisher‏ @Greg_fobisher1 24 Jul 2014
        Replying to @benthompson

        @monkbent @Techmeme is amazon's mayday(with phone) a new market disruption with regards to the iPhone ?

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 24 Jul 2014
        Replying to @Greg_fobisher1

        @ippisl no

        1 reply 0 retweets 0 likes
      4. Greg Fobisher‏ @Greg_fobisher1 24 Jul 2014
        Replying to @benthompson

        @monkbent We don't have data, but mayday might be too expensive for apple to offer profitably. If so, isn't it a possible disruption ?

        1 reply 0 retweets 0 likes
      5. Ben Thompson‏Verified account @benthompson 24 Jul 2014
        Replying to @Greg_fobisher1

        @ippisl everything is a possible disruption. That said, Mayday is a feature, not a product

        0 replies 0 retweets 0 likes
      6. End of conversation
      1. New conversation
      2. Ravi Nanavati‏ @fpgeek 22 Sep 2013
        Replying to @benthompson

        @monkbent But Apple is in a B2B market: the market for smartphone subsidies. We all know how the iPhone does without them. @sameer_singh17

        2 replies 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @fpgeek

        @fpgeek @sameer_singh17 I've said for a long time the no-growth argument is fair: http://stratechery.com/2013/two-bears/  The collapse argument isn't.

        1 reply 0 retweets 0 likes
      4. Ravi Nanavati‏ @fpgeek 22 Sep 2013
        Replying to @benthompson

        @monkbent @sameer_singh17 Is Apple's app advantage sustainable if their market share drops to the levels we see in unsubsidized markets?

        3 replies 0 retweets 0 likes
      5. Ben Thompson‏Verified account @benthompson 22 Sep 2013
        Replying to @fpgeek

        @fpgeek @sameer_singh17 Wrote about it in the $550 5c post

        0 replies 0 retweets 0 likes
      6. End of conversation

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