Episode 113 — WeChat, China, and Apple | Exponent

Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple.

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Links

Ben Thompson: Apple’s China Problem — Stratechery

Ben Thompson: Messaging: Mobile’s Killer App — Stratechery

Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery

Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z

Ben Thompson: Peak Google — Stratechery

Ben Thompson: Beyond Disruption — Stratechery

James Allworth: The Blessing of Failure — Medium

Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery

Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery

Hosts

Ben Thompson, @benthompson, Stratechery

James Allworth, @jamesallworth, Harvard Business Review

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