Apple, China Mobile Sign Deal to Offer iPhone http://stratechery.com/?p=609 This is a big deal, a big upgrade, and the end of easy growth
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Replying to @stratechery
@stratechery@monkbent Doubt the "end of easy growth". Just look at your own graph. China's Gauss curve is huge. And India's coming...1 reply 0 retweets 0 likes -
Replying to @herminghaus
@herminghaus I meant growth via distribution expansion1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent yes, I read that. The question is: is distribution expansion still very relevant in light of those massive curves?2 replies 0 retweets 0 likes
Replying to @herminghaus
@herminghaus well, the growth has yet to be captured. But once latent demand is met, then it's the slog of winning customers...
3:49 AM - 5 Dec 2013
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