1. Exquisite Tweets from @benedictevans

    PreoccupationsCollected by Preoccupations

    There's nothing to say about Apple one couldn't have said 3 years ago. Market for $600+ phones is a subset of the phone market.

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    Benedict Evans

    ... And Apple dominates sales of tablets-used-as-computers, but that's part of the PC market, which is shrinking, mostly due to smartphones

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    Benedict Evans

    Apple's market position is secure (until the next time everything changes) but it could only ever grow so far.

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    Benedict Evans

    We know what it means for Google that it doesn't get design - it has to go through Apple to reach half a billion premium users...

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    Benedict Evans

    It's less clear what it means for Apple that it doesn't get services - less clear how much that will ever drive device sales

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    Benedict Evans