Techmeme

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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
Benedict Evans:
As tech, media, and telecom collide, ignorance of any one sector leads to failures like Joost and WiMax   —  Ignorance  —  “However vast any person's basic reading may be, there still remain an enormous number of fundamental works that he has not read.”  - Italo Calvino
Jan 25, 2014, 6:50 AMIn context
Benedict Evans:
Android/ARM has become a new de facto platform for any piece of smart connected electronics   —  The meaning of really cheap Android  —  One of the big puzzles in trying to understand the tablet market is data.  Apple is pretty much the only large manufacturer giving unit sales …
Nov 20, 2013, 4:55 PMIn context
Benedict Evans:
Facebook's acquisition of Instagram is looking strategically irrelevant   —  Instagram and Youtube  —  Instagram is looking like a great acquisition.  It had 30m users when Facebook bought it in April 2012, and has now passed 150m, just 18m later.  —  (The change in colour signifies the acquisition.)
Nov 11, 2013, 4:45 AMIn context
Benedict Evans:
Startups have an opportunity to unbundle the features of a dated and bloated LinkedIn   —  Unbundling: AOL, Facebook and LinkedIn  —  One of the recurring themes of the consumer internet is the cycle from aggregation to disaggregation - bundling to unbundling.
Sep 22, 2013, 7:55 PMIn context
Benedict Evans:
App stores, portals and discovery   —  We used to browse Yahoo to discover cool websites. 15 years later we browsed apps stores in the same way.  Neither scaled very well.  —  For those too young to remember, Yahoo started as a hierarchical tree that, theoretically, contained every single website that existed.
Aug 15, 2013, 8:30 PMIn context
Benedict Evans:
Defending iOS with cheap iPhones   —  Over the last 12 months, Google Android devices have outsold iOS by about 3 to 1.  There are now perhaps 775m-800m ‘official’ Android devices in use, versus perhaps 415m iOS devices.  This is without counting sales of the Amazon Kindle Fire or the (very) …
Aug 13, 2013, 11:35 AMIn context
Benedict Evans:
Amazon's profits   —  The problem with Amazon is not that it doesn't make a profit, but that you don't actually know what the profits are.  —  On the face of it, this sounds like an absurd statement - it doesn't make any profits.  After all, look at this chart - massive revenue growth, zero profit.
Aug 8, 2013, 9:30 PMIn context
Benedict Evans:
Apple cyclicality   —  Apple's results yesterday were actually pretty boring.  But one of the more interesting things is the way that the iPad is now starting to become just as cyclical as the iPhone.  —  You can see this at a high level in this chart, which shows unit sales for Apple products since the iPhone launched back in 2007.
Jul 24, 2013, 8:15 PMIn context

Sponsor Posts

Microsoft:
Microsoft Brings World's Fastest Texting to Windows Phone 8.1  —  Gaurav Sharma appeared relaxed but focused in his purple hoodie on Jan. 16, 2014.  Less than 20 seconds later, Sharma, a 15-year-old …
Atlassian:
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Silicon Valley Bank:
Strengthening the U.S. Innovation Economy by Ending Abusive Patent Litigation  —  In Silicon Valley Bank's Innovation Economy Outlook 2014 survey, we asked executives what they see in today's patent system …