mobile

22 statements across 19 episodes · 13 bullish · 3 bearish · 12 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →

Everything said about mobile, oldest first

Jul 15, 2017 bullish
Assertion Not checkable as stated
Evans: Mobile makes technology a universal product for the first time
“I think the first, and really the most important, is the sense that mobile is really making technology a universal product. That is to say, we sold mainframes to big companies, and we sold PCs to middle class families, and we sold technology in one way or anot…”
Benedict Evans Jul 15, 2017 ▶ 0:06 Mobile Is Eating the World, 2015
Jul 15, 2017 bullish
Prediction Not checkable as stated
Frank Chen: AI and deep learning will eclipse mobile and cloud shifts
“We think artificial intelligence, and in particular deep learning, could be as profound and maybe even bigger.”
Frank Chen Jul 15, 2017 ▶ 0:32 AI, Deep Learning, and Machine Learning: A Primer
Jul 15, 2017 neutral
Opinion
Evans: Mobile in 2016 resembles PCs in 2000 as focus shifts
“So I sometimes feel that talking about mobile now is a bit like talking about PCs in 2000, that this enormous thing has now happened, and we're thinking about what we can do with it.”
Benedict Evans Jul 15, 2017 ▶ 0:01 Mobile Is Eating the World, 2016
Jan 2, 2019
Insight
On mobile, the web browser is just one of many channels
“For 20 years, the web, the internet and the web were the same thing. And that's not the case on mobile. On the desktop, you had this box on the screen And everything happened in that box. And there was a little bit of fighting 15 years ago about who got to mak…”
Benedict Evans Jan 2, 2019 ▶ 13:42 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
Jan 2, 2019 bearish
Opinion
Evans: The Mac is irrelevant amid the global mobile transformation
“In the great wide world of the enormous transformation of the technology industry, and the media industry, and the whole, of industry in general, by mobile, the Mac is kind of irrelevant.”
Benedict Evans Jan 2, 2019 ▶ 14:34 a16z Podcast | The Apple WWDC 2014 Deep Dive
Jan 2, 2019 positive
Insight
Levie: Enterprise cloud adoption happens via net-new workflows, not legacy migration
“It's not that every single process and piece of software and piece of infrastructure has to move to the cloud or become mobile. It's that there's a net new area of work that's happening or opportunity that will align to more of these principles”
Aaron Levie Jan 2, 2019 ▶ 15:24 a16z Podcast | Mapping the Information Economy -- Where’s the Cloud Going Next?
Jan 2, 2019 positive
Assertion Not checkable as stated
Levie: SaaS and mobile made data ingestion orders of magnitude easier
“Now that is trivial, because of software as a service, because of mobile, because of these platforms. So, Getting the data has become, you know, orders of magnitude easier, and so the next job is really, what do you do with it?”
Aaron Levie Jan 2, 2019 ▶ 13:41 a16z Podcast | Mapping the Information Economy -- Where’s the Cloud Going Next?
Jan 2, 2019
Assertion Not checkable as stated
Peretti: BuzzFeed hit 400M monthly video views with half on mobile
“We did four hundred million video views last month, and about half is mobile.”
Jonah Peretti Jan 2, 2019 ▶ 9:52 a16z Podcast | For Buzzfeed Sharing is the Metric that Matters
Jan 2, 2019 bearish
Prediction Not checkable as stated
Dixon: The banner ad business model is non-viable and will collapse
“The decline of that very bad business model is going to Accelerate on mobile, because on mobile you simply can't fit all that stuff. It's a terrible, it's even a worse experience. I would wager, when you look at the click-through rates on mobile banner ads, it…”
Chris Dixon Jan 2, 2019 ▶ 19:09 a16z Podcast | For Buzzfeed Sharing is the Metric that Matters
Jan 2, 2019 negative
Assertion Not checkable as stated
Evans: Facebook is just one of many social networks on mobile
“This is why Facebook has gone from being the only social network on desktop to being only one of many social networks on mobile”
Benedict Evans Jan 2, 2019 ▶ 19:15 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Jan 2, 2019 neutral
Assertion Not checkable as stated
Butterfield: 99% of Slack DAUs use desktop, 65% mobile
“99% of our daily active users will log into Slack at least once on that day that they're active on the desktop, but only about 65% will do the same thing on mobile.”
Stuart Butterfield Jan 2, 2019 ▶ 23:45 a16z Podcast | Tools for How We Work Today
Jan 2, 2019 positive
Insight
Evans: Mobile UX Eliminates Friction for Using Multiple Social Networks
“And so all of the friction that made it difficult to use more than one social network on the desktop web goes away on mobile, or almost all of it.”
Benedict Evans Jan 2, 2019 ▶ 0:58 a16z Podcast | Messaging is the Medium
Jan 2, 2019 positive
Opinion
Dixon: Mobile drove almost all tech M&A over the last five years
“I think the, you know, the short answer to probably every tech M&A you see anywhere for the last five years is mobile.”
Chris Dixon Jan 2, 2019 ▶ 0:29 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Jan 2, 2019
Assertion Supported
Pierce: Mobile devices are the sole internet access point in China
“For so many people in China, the mobile was and is their only access to the internet.”
David Pierce Jan 2, 2019 ▶ 1:55 a16z Podcast | Messaging As the Interface to Everything
Jan 2, 2019 positive
Insight
Sinofsky: Mobile platform innovation has shifted up the software stack
“What's really happening now is, is the innovation has just moved up the stack. And now you're just going to start to see like constellations of innovation.”
Steven Sinofsky Jan 2, 2019 ▶ 4:33 a16z Podcast | What Comes After the Smartphone
Jan 2, 2019
Insight
Bansal: Mobile drives impulse purchases while research-heavy buys happen on PC
“Anything that is far more impulse driven, where you can just have a look and make a purchase decision, people are ok buying on the mobile. But there are many things which are very research oriented purchases where, hey, if you want to buy, let's say a laptop, …”
Rohit Bansal Jan 2, 2019 ▶ 30:33 a16z Podcast | E-commerce, Payments, & More in India's Evolving Retail Landscape
Jan 2, 2019 positive
Insight
Hariharan: Building Network Effects Is Easier on Mobile Than Web
“It was easier for platforms to build a network, I would argue, on mobile more than web.”
Anu Hariharan Jan 2, 2019 ▶ 5:51 a16z Podcast | Not all Network Effects Are Created Equal
Jan 2, 2019 positive
Assertion Not checkable as stated
Sinofsky: Average corporate employee spends under half their time at a desk
“Like the average person Employee at a company now is spending less than half their time at a desk, and when you start looking at the time that they're spending on working, like, it's all shifting to mobile.”
Steven Sinofsky Jan 2, 2019 ▶ 28:20 a16z Podcast | So Where Are We on the 'S-curve' for PC Devices?
Jan 2, 2019 bullish
Insight
Dixon: Crypto in 2018 is equivalent to mobile in 2005
“I kind of think this is mobile in 2000 five or something.”
Chris Dixon Jan 2, 2019 ▶ 2:23 a16z Podcast | Building Crypto, from Vision to Reality
Mar 16, 2020 bullish
Assertion Supported
Riccitiello: Mobile gaming reaches over 2B users vs. millions on console
“At best, there's only a couple hundred million people in the world that will touch a console on a given generation. But mobile is well north of two billion.”
John Riccitiello Mar 16, 2020 ▶ 13:03 How Gaming is Changing the Media Landscape
Mar 26, 2025 positive
Assertion Not checkable as stated
Moore: Homework helper AI apps are blowing up on mobile
“And same with homework helper apps. Like, those are really blowing up on mobile as compared to web.”
Olivia Moore Mar 26, 2025 ▶ 30:12 The Top 100 GenAI Products, Ranked and Explained
Mar 26, 2025 positive
Assertion Not checkable as stated
Moore: Voice-first AI products succeed on mobile over web
“A lot of the voice-first consumer products that we are seeing working actually are on mobile versus web because it's easier and more natural to talk into your phone for language learning or for companionship or other use cases than it is to maybe talk into you…”
Olivia Moore Mar 26, 2025 ▶ 29:55 The Top 100 GenAI Products, Ranked and Explained
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