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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 23 Feb 2014
      Replying to @sameer_singh17

      @sameer_singh17 collapsing is the wrong word. No evidence the install base is decreasing even in US.

      1 reply 0 retweets 0 likes
    2. Sameer Singh‏ @sameer_singh17 23 Feb 2014
      Replying to @BenBajarin

      @BenBajarin The data refers to sales.

      1 reply 0 retweets 0 likes
    3. Ben Bajarin‏Verified account @BenBajarin 23 Feb 2014
      Replying to @sameer_singh17

      @sameer_singh17 I know. There is little growth left in premium. No shocker there.

      1 reply 0 retweets 0 likes
    4. Sameer Singh‏ @sameer_singh17 23 Feb 2014
      Replying to @BenBajarin

      @BenBajarin Free iPhones never catered to the premium market.

      1 reply 0 retweets 0 likes
    5. Sameer Singh‏ @sameer_singh17 23 Feb 2014
      Replying to @sameer_singh17

      @BenBajarin The flaw is in assuming that all potential iPhone buyers (or iPhone owners) are homogeneous.

      1 reply 0 retweets 0 likes
    6. Ben Bajarin‏Verified account @BenBajarin 23 Feb 2014
      Replying to @sameer_singh17

      @sameer_singh17 of course not and likely never will be. Doesn't weaken the platform any less.

      1 reply 0 retweets 0 likes
    7. Sameer Singh‏ @sameer_singh17 23 Feb 2014
      Replying to @BenBajarin

      @BenBajarin I don't think I've ever claimed that the iOS platform will collapse.

      2 replies 0 retweets 0 likes
    8. Ben Bajarin‏Verified account @BenBajarin 23 Feb 2014
      Replying to @sameer_singh17

      @sameer_singh17 perhaps not explicitly. But I read a lot of what you write and it has a particular tone to it whether you mean it to or not.

      1 reply 0 retweets 0 likes
    9. Sameer Singh‏ @sameer_singh17 23 Feb 2014
      Replying to @BenBajarin

      @BenBajarin What I write has to do with operational/financial metrics. So far, the iOS platform is a moat, not a profit center for Apple.

      1 reply 0 retweets 0 likes
    10. Sameer Singh‏ @sameer_singh17 23 Feb 2014
      Replying to @sameer_singh17

      @BenBajarin And so far, Apple has remained true to their biz model. Meaning, expectations require them to create another disruptive category

      3 replies 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 23 Feb 2014
      Replying to @sameer_singh17

      @sameer_singh17 if you’ve moved to Apple isn't guarantee growth, and stay away from imminent collapse, I can agree with you ;) @BenBajarin

      9:30 PM - 23 Feb 2014
      • 1 Like
      • Sameer Singh
      2 replies 0 retweets 1 like
        1. Sameer Singh‏ @sameer_singh17 23 Feb 2014
          Replying to @benthompson

          @monkbent @BenBajarin My position was never that Apple would collapse as a company. LE disruption does not pose that kind of threat.

          0 replies 0 retweets 0 likes
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        1. Sameer Singh‏ @sameer_singh17 23 Feb 2014
          Replying to @benthompson

          @monkbent @BenBajarin Think our disagreement is btw no-growth and decline. Both have an impact on market cap. No existential threat

          0 replies 0 retweets 0 likes
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