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
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…”
Jul 15, 2017
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.”
Jul 15, 2017
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 …”
Jul 16, 2017 bullish
Dec 5, 2017
Jan 2, 2019
Jan 2, 2019 neutral
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.”
Jan 2, 2019 bullish
Jan 2, 2019 positive
Jan 2, 2019
Jan 2, 2019 bullish
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.”
Jan 2, 2019 positive
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…”
Apr 24, 2025 negative
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 …”