mobile phone

also referred to as: mobile phones

14 statements across 11 episodes · 5 bullish · 1 bearish · 10 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →

Everything said about mobile phone, oldest first

Jul 15, 2017
Insight
Evans: Mobile phone manufacturing scale is comparable only to shoes or toothbrushes
“And in fact, if you want to find a manufactured product that has the same kind of scale as mobile phones, you really need to look at things like shoes or toothbrushes. There's no other kind of sophisticated manufactured product, certainly no other electronic p…”
Benedict Evans Jul 15, 2017 ▶ 5:16 Mobile Is Eating the World, 2015
Jul 15, 2017
Assertion Not checkable as stated
Evans: For many global users, mobile phones are their first electrical device
“You are starting to see people at the margins of the mobile industry now for whom a mobile phone is the first electrical device they've ever owned. Not the first electronic device, the first electrical device that they've ever owned.”
Benedict Evans Jul 15, 2017 ▶ 5:30 Mobile Is Eating the World, 2015
Jul 15, 2017
Assertion Supported
Evans: 4 billion people buy phones every two years, dwarfing PC sales
“So there are about four billion people on earth buying a phone every two years on average, as opposed to about one and a half billion PCs being replaced every five years, so the phone business is bigger, and it's getting replaced, it's converting from feature …”
Benedict Evans Jul 15, 2017 ▶ 4:33 Mobile Is Eating the World, 2015
Jul 16, 2017 bullish
Prediction Not checkable as stated
Rampell: Mobile phones will digitize everything in wallets except cash
“Now this is gradually shifting to mobile, and in fact I would argue it's quickly shifting to mobile, and the interesting thing is that everything in your wallet today Except for cash can soon be placed on your mobile phone.”
Alex Rampell Jul 16, 2017 ▶ 3:03 What Happens When Mobile (Really) Hits the Wallet
Dec 5, 2017
Assertion Supported
Evans: Mobile market reached 3 billion smartphones and 5 billion total phones
“So there's three billion smartphones, five billion mobile phones, maybe five and a half billion adults.”
Benedict Evans Dec 5, 2017 ▶ 0:34 10 Year Futures (vs. What's Happening Now)
Jan 2, 2019
Insight
Srinivasan: Every piece of hardware ultimately integrates into mobile phones
“The destiny of every Piece of hardware is ultimately to integrate with a mobile phone or many of them.”
Balaji Srinivasan Jan 2, 2019 ▶ 7:22 a16z Podcast | Oculus and the (Mind-Blowing) Reality of Virtual Reality
Jan 2, 2019 neutral
Insight
Mobile phones enable independent contractor service marketplaces
“With the advent of mobile phones, it's now possible for those same armies of people to earn a living doing services. And you know, that's what I refer to as a people marketplace. They're service marketplaces build up around independent contractors.”
Jeff Jordan Jan 2, 2019 ▶ 0:40 a16z Podcast | People Marketplaces Take On One of the Last Great E-Commerce Opportunities: Groceries
Jan 2, 2019 bullish
Prediction Partly held up
Chris Dixon: Television and sports programming will unbundle and move to mobile
“Video, you know, TV is going to move to the mobile phone. HBO has already gone unbundled. Sports is going to go unbundled.”
Chris Dixon Jan 2, 2019 ▶ 1:30 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Jan 2, 2019 positive
Assertion Supported
Copeland: Smartphones dwarfed all prior computing platforms in scale
“And then came the mobile phone, which, in the form of the smartphone, has dwarfed them all.”
Michael Copeland Jan 2, 2019 ▶ 0:14 a16z Podcast | What Comes After the Smartphone
Jan 2, 2019
Assertion Not checkable as stated
Bahl: 75% of Snapdeal transactions happen on mobile phones
“75% of all our orders, transactions now happen on mobile phones.”
Kunal Bahl Jan 2, 2019 ▶ 27:49 a16z Podcast | E-commerce, Payments, & More in India's Evolving Retail Landscape
Jan 2, 2019 bullish
Prediction Not checkable as stated
Sonal Chokshi: Productivity compounding from mobile technology has barely begun
“I think there's going to be this compounding. We're actually at the very beginning. Like, when people talk about the mobile phone and this arrival, it's not the end. It's the beginning, and the compounding effect hasn't even begun yet.”
Sonal Chokshi Jan 2, 2019 ▶ 15:53 a16z Podcast | On Productivity, Immigration, Trump, and Media
Jan 2, 2019 positive
Assertion Partly supported
Sundararajan: India's mobile phone access grew from 10% to 80% in two decades
“About 80% of India now has access to a mobile phone. A couple of decades ago that was just 10%, and so we've not just seen an increase in consumer surplus here, but we've seen, like, a tremendous reduction in inequality of access that just doesn't get picked u…”
Arun Sundararajan Jan 2, 2019 ▶ 3:54 a16z Podcast | An Economics Take on the Sharing Economy
Apr 24, 2025 negative
Assertion Supported
Bosworth: Facebook failed early in mobile by non-natively porting web code
“A lot of people failed early in mobile, including us by just taking our web stuff and putting on the mobile phone and being like, oh, like, the mobile phone, it's just like, we'll just put the web there. But because it wasn't native to what the phone was, and …”
Andrew Bosworth Apr 24, 2025 ▶ 13:33 What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
Apr 24, 2025
Disclosure
Bosworth says Meta concluded the mobile phone form factor saturated in 2015
“10 years ago, like, the mobile phone form factor, as amazing as it was, this is 2015, was like, already saturated. Like, that was what it was gonna be.”
Andrew Bosworth Apr 24, 2025 ▶ 5:12 What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
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