Bad Assumptions

I’ve previously, in one of the first ever posts on Stratechery, tried to figure out why it is that people keep getting Apple so wrong; I chalked it up to an over-reliance on modeling and magical manager syndrome. And, while I think that is still true, it’s hard to escape the conclusion that much of the reporting and analysis about Apple specifically and tech broadly is governed by bad assumption on top of bad assumption on top of bad assumption

Ben Thompson breaks down his view on why Apple continues to seen as a catastrophe waiting to happen, while other companies don’t.

Some other stories from Heated Bits you might want to read: