Techmeme

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Benedict Evans:
Questions about mobile: What happens to Android OEMs? Will more players attempt to fork Android? In what layer will aggregation and discovery sit? More   —  New questions in mobile  —  Seven years into the smartphone world, it seems like it's time to change the questions.
Dec 4, 2014, 10:55 AMIn context
Benedict Evans:
With Pay, Apple partners with and simultaneously destabilizes payment incumbents like Chase   —  Apple Pay, partnerships and software as disruption  —  With Apple Pay just launched and some sort of TV product floating on the horizon, it strikes me that there are three ways to think about how Apple changes industries.
Nov 2, 2014, 10:50 AMIn context
Benedict Evans:
Apple's new iPhones eliminate most of the reasons for buying high-end Android phones   —  iPhone 6 and Android value  —  The new iPhones were much the most predictable part of Apple's event - widely leaked and impelled by an irresistible logic - the customer is always right.
Sep 10, 2014, 9:10 PMIn context
Benedict Evans:
A quantitative view of how Amazon reinvests its cash to capture an ever-growing share of commerce   —  Why Amazon Has No Profits (And Why It Works)  —  (I also did a podcast with Ben Horowitz discussing these themes: see here)  —  Amazon has a tendency to polarize people.
Sep 6, 2014, 3:20 PMIn context
Benedict Evans:
A mid-range iPhone wouldn't notably grow Apple's profits, but it could hurt US Android sales   —  Note on cheap iPhones  —  Ever since the iPhone launched, people have been pointing out that it is very expensive, relative to the rest of the market, and wondering when, and how, and if Apple might go cheaper.
Aug 10, 2014, 10:55 PMIn context
Benedict Evans:
Unable to fork Android and keep Google services, Samsung faces commoditization similar to PC-makers   —  Unbundling innovation: Samsung, PCs and China  —  It seems pretty clear now that the Android OEM world is starting to play out pretty much like the PC world.
Jul 12, 2014, 9:00 PMIn context
Benedict Evans:
Android L and iOS 8 mark the first true mobile platform philosophy divergence since the iPhone   —  The next phase of smartphones  —  It's now 7 years since the iPhone reset the phone business, and indeed the entire computing and internet businesses.  But it was pretty clear …
Jul 6, 2014, 7:45 PMIn context
Benedict Evans:
Android users spend half as much on apps as iOS users, with more than twice the user base   —  Market shares  —  There's lots that was interesting in this year's Google IO, and indeed some of the absences were also interesting (no mention at all of Glass or Plus, for example).
Jun 26, 2014, 12:45 AMIn context
Benedict Evans:
WWDC takeaways: Apple continues to remove restrictions on developers with Extensions and Cloud Drive, views the cloud as “dumb storage”, more   —  Digesting WWDC: cloudy  —  I've spent the last couple of days sifting through the announcements at WWDC.  Apple claims 4000 new APIs, and it certainly feels like it.
Jun 4, 2014, 11:00 PMIn context
Benedict Evans:
Why iPad plateaued: tablets are eroding the PC market, but the smartphone is the transformative new category   —  iPads and tablet growth  —  Apple's revenue has pretty much stopped growing.  This chart shows the quarterly revenue the company has reported - a series of ever larger spikes upward around …
Apr 26, 2014, 8:15 PMIn context

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Igloo:
All the coding ladies  —  Much has been said about women in technology this week as a result of Barbie once again, letting down the female population (or more appropriately, humankind as a whole) …