Techmeme

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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
Benedict Evans:
Report: In China, smartphones over $500 are 27% of total active base, 80% of those are iPhones   —  700m smartphones & tablets in China  —  Umeng's 2013 report has just come out, and it's full of fascinating data.  (Umeng is an app analytics firm, much like Flurry, and has its code in a very large share of apps in use in China.)
Mar 13, 2014, 5:50 AMIn context
Benedict Evans:
WhatsApp's acquisition illustrates most of the key trends in consumer tech today   —  Whatsapp and $19bn  —  Facebook just bought WhatsApp, paying $16bn in cash and stock and $3bn in RSUs.  WhatsApp has 450m active users, of which 72% are active every day.  It has just 32 engineers.
Feb 20, 2014, 12:25 AMIn context

Sponsor Posts

Microsoft:
Delivering a complete cloud for every business, industry and geography  —  Executive Vice President Scott Guthrie of the Microsoft Cloud and Enterprise Group discusses Microsoft's approach to delivering the industry's complete cloud.
Amazon Web Services:
Amazon Mobile Analytics- 100M Free Events per Month!  —  Designed to deliver usage reports within 60 min of receiving data from an app.  Built to scale - collect and process billions of events per day from millions of users.
Rackspace:
Another Patent Troll Slain.  You Are Now Free To Rotate Your Smartphone.  —  Rotatable Technologies is now an ex-patent troll.  I say “ex-troll” because its patent, US Pat.  No. 6,326,978, has been declared unpatentable …
Zoho:
Announcing the New and Improved Zoho Docs for Android  —  From charting out flight plans to building a whole new website, everything is now available at your fingertips.  Businesses, small or big …