personal computing

“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 …”

“It's the growth of the PC, which went from nothing to about one and a half billion units installed around the world in the last couple of decades.”

“In my mind, what makes WeChat mobile first Is that they have completely unshackled themselves from the constraints of designing for a PC, and they utilize features that are mobile-specific, that are specific to mobile hardware.”

“China basically skipped over the PC and the credit card era.”

“You're just going to have this endless proliferation of screens, and people will have two, probably. They'll have one that they put in their pocket and carry everywhere. They will have, they may or may not have a much bigger one that allows them to do more stu…”

“The innovation that's taking place in software on the PC is on, on a decline, and the innovation that people are starting to pour into the mobile devices, primarily phones, and something that's going to obviously change over time when you see things like Adobe…”

“Going back historically, like things that were killer apps are always like in hindsight. Like, it's not like you knew right away that your PC was going to be good at making greeting cards or balancing your checkbook. It took decades for those things that, that…”

“And so asking, you know, what are the core use cases for this? Slightly misses the point, because it's not the one thing that you will own that fills this void in your life, the way a smartphone did, or a PC did.”

“We're going through a kind of generational shift from the PC being the dominant computing platform to mobile being the dominant computing platform. And that comes with it a shift from there being about one and a half billion PCs on earth to four or five billio…”

“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, …”

“Yeah, and so, so we're in this space now where it could very well be that the PC sees its most profitable 20 years, but yet the least number of people thinking about it, or worried about it, or investing in it, and the least amount of change.”

“The PC, the headset, anything that you need, it's now more than half the price. That's a significant drop in a year, year and a half.”

“Bell Labs and AT&T were not the major beneficiaries of the discovery of the transistor. Xerox was not the major beneficiary of the discoverer of modern personal computing, right?”