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
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…”
Jul 15, 2017 bullish
Jul 15, 2017 neutral
Jan 2, 2019
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…”
Jan 2, 2019 bearish
Jan 2, 2019 positive
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”
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019 bearish
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…”
Jan 2, 2019 negative
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019
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, …”
Jan 2, 2019 positive
Jan 2, 2019 positive
Jan 2, 2019 bullish
Mar 16, 2020 bullish
Mar 26, 2025 positive
Mar 26, 2025 positive
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…”