Results 1 - 10 of 31:

Benedict Evans:
‘Mobile’ isn't about screen size, but about ease-of-use, a better security model, improved power consumption over PCs, and scale of the device ecosystem   —  Mobile, ecosystems and the death of PCs  —  One of the ways that tech progresses is in generational changes in scale.
Nov 9, 2015, 10:00 AMIn context
Benedict Evans:
The implications of mobile operating systems controlled by Apple and Google succeeding the neutral web browser as the primary platform for Internet services   —  Mobile is not a neutral platform  —  For a decade or two, for most people ‘the internet’ meant a web browser, a mouse and a keyboard.
Oct 13, 2015, 11:45 PMIn context
Benedict Evans:
Google Play app downloads now 2x iOS, but Android users spend half as much as iOS users, up from 1/4 a year ago; Play revenues may overtake App Store this year   —  The (lack of) app store metrics  —  Apple and Google both give headline statistics of how well their respective app stores are doing …
Jun 15, 2015, 10:30 PMIn context
Benedict Evans:
Huge smartphone supply chain producing small, cheap, low power components enables new products like drones, wearables, and other connected devices   —  The home and the mobile supply chain  —  For the last 30 years PCs and the PC supply chain dominated the technology industry …
Feb 2, 2015, 1:55 AMIn context
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

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CareerArc: Amazon to Hire 100k Workers this Holiday Season, Reflects Shift in US Retail  —  Amazon is the largest employer of seasonal hires in 2015.  How is the overall shift towards e-commerce changing US retail and labor?