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Ben and James discuss Apple\u2019s revenue warning and the company\u2019s shift to services. Links Ben Thompson: Apple\u2019s Errors \u2014 Stratechery Letter from Tim Cook to Apple Investors \u2014 Apple Ben Thompson: Two Bears \u2014 Stratechery Ben Thompson: Apple\u2019s China Problem \u2014 Stratechery Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition \u2014 Stratechery Daily Update Ben Thompson: The Android Detour \u2014 Stratechery Ben Thompson: Apple Should Buy Netflix \u2014 Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback