Ben and James discuss Apple earnings, Twitter’s troubles, and whether or not the Internet is over-rated. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/exponent. Links Ben Thompson: Apple’s Good Earnings, Apple is Not a Services Company — Stratechery Daily Update Paul Carsten: China Smartphone Glory Days Are Over as Apple, Xiaomi Face Tough Times — Reuters Ben Thompson: How Facebook Squashed Twitter — Stratechery Ben Thompson: Twitter Follow-up — Stratechery Daily Update Ben Thompson: Twitter’s Marketing Problem — Stratechery James Allworth and Ben Thompson: Check Facebook Time — … Continue reading Episode 065 — Competing Against Non-Consumption