smartphone
also referred to as: smartphones
70 statements across 54 episodes · 40 bullish · 7 bearish · 24 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →
Everything said about smartphone, oldest first
Jul 15, 2017 bullish
Evans: Over four billion adults will own smartphones by 2020
“By the end of this decade, we'll probably go to three quarters of the population being online. Out of five billion adults on Earth, four billion, or over four billion, will have mobile, four billion will have smartphones, and PCs, and consumer PCs in particula…”
Jul 15, 2017 bullish
Evans: Mobile represents a 10x economic opportunity over PCs by 2020
“So there are two or three times more smartphones and PCs by 20 20, but you need to multiply those smartphones because they're personal and they're taken everywhere and they're frictionless and they have sensors and cameras and payments and all these other thin…”
Jul 15, 2017 positive
Horowitz: Smartphones provide better libraries than 1990s Ivy League universities
“Everybody who has a smartphone, which is pretty soon going to be everybody in the world, has the Library of Congress in their pocket. So that means a girl growing up in Bangladesh now has a better library than a student at Columbia or Harvard had 20 years ago.”
Jul 15, 2017 positive
Evans: Wearables, IoT, and drones are fundamentally just reassembled smartphones
“It powers wearables and Internet of Things and connected cars and drones and everything else, because fundamentally all of those things are basically smartphones just put together in a different way, but put together by the same people with the same components…”
Jul 15, 2017 bullish
Jul 15, 2017 neutral
Jul 15, 2017 bullish
Jul 15, 2017
Evans: Airbnb, Uber, and Lyft are not fundamentally technology companies
“And in the same sense, Airbnb and Uber and Lyft are fundamentally enabled by smartphones. They may, they would not be possible without smartphones. They certainly wouldn't be possible without the internet, but they're not in The technology business. They're no…”
Jul 15, 2017 bullish
Jul 15, 2017 positive
Jul 15, 2017 bullish
Jul 16, 2017
Dec 5, 2017
Jan 21, 2018 bullish
Feb 3, 2018
Dec 21, 2018 bullish
Dixon: Smartphone users will hit 5 billion as hardware drops to $3
“You can get a 15 dollar Android phone now. That will come down. You'll be able to get a three dollar phone. It'll probably be like Benedict Evans, who works with us, comes up, he does all these studies on this. It'll be, there'll be something, there's like thr…”
Jan 2, 2019
Benedict Evans: On smartphones, the device itself is the platform
“The smartphone itself becomes a social platform, whereas Facebook, you know, whereas, you know, on the desktop you had the browser, and then inside the browser you had Facebook, and then inside Facebook you had a social platform, whereas on a smartphone that's…”
Jan 2, 2019 bullish
Jan 2, 2019 bearish
Jan 2, 2019 bullish
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 bullish
Andreessen: 5 to 7 billion people will own smartphones by 2020
“And this is the thing I've been talking a lot about that people occasionally get angry about, because they think it won't Can't possibly come true, but I'm convinced it's going to come true, which is I think everybody on the planet by the end of the decade is …”
Jan 2, 2019 bullish
Jan 2, 2019
Evans argues high-volume text entry is a narrow fraction of global work
“The first is to say, well, I enter high volumes of text, or I do this precision work with a detail work with a mouse. You can't do that on a smartphone or a keyboard, therefore it's useless. And the answer is, yes, but most people don't actually do that. That'…”
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Andreessen: Every person globally will own a smartphone by decade's end
“So the big thing happening in the world right now is the smartphone, and the significance of the smartphone is, for the first time in human history, we're going to get a computer in everybody's hands, and by everybody, I mean everybody on the planet and by eve…”
Jan 2, 2019 positive
Myanmar's 51.4 million people are accessing the internet directly via smartphones
“Basically, Myanmar is going more or less straight, not just to mobile, but straight to smartphone, and you're going to have 51.4 million people experiencing internet and engaging with the internet for the first time through smartphones, and that is, ah, that's…”
Jan 2, 2019 bullish
Evans: Global smartphone adoption will reach 4 billion devices
“And we'll go to four billion. There's about three and a half to four billion people on Earth today who have a mobile phone. There's a lot more SIM cards, but there's three and a half to four billion people on Earth today who have a mobile phone. And that will …”
Jan 2, 2019 neutral
Evans: Smartphone components solved IoT hardware before clear consumer use cases
“Generally the way it works is you have this shining vision of the wonderful thing, and the technology doesn't quite live up to it for years and years and years, whereas because all the stuff got made for smartphones first, all the components got made for smart…”
Jan 2, 2019 negative
Evans: Network effects do not translate to building smartphone hardware
“In a funny sort of sense, it's like you could be too far up the stack to do this, just as you could be too far down the stack to do this. So just as it doesn't really make sense for a mobile operator or a handset maker to try and build a social network, it doe…”
Jan 2, 2019
Evans: Smartwatches will require paired smartphones due to battery and space limits
“You need both, and you will continue to need both for the time being because of things like battery life and Space. You can't put a cellular radio and a battery that can power it into something that will fit on your wrist, at least not yet.”
Jan 2, 2019 positive
Jan 2, 2019 neutral
Jan 2, 2019 positive
Cheney: Mobile devices could become proactive 'first brains' for users
“The phone the watch and these devices, right, it's now an extension of us as a human being. So to some extent we think about this as like it could become the first brain. It could be something that it decides what's going on before you sort of tell it to.”
Jan 2, 2019 bullish
Evans: Mobile shift expands computing market from 1.5B PCs to 5B smartphones
“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…”
Jan 2, 2019 bullish
Evans predicts global hardware will settle at 4 to 5 billion smartphones
“There's probably two billion smartphones on earth today, maybe two and a half billion, and the great majority of those mobile phones will convert. And so we'll end up with something like one and a half billion PCs and four to five billion smartphones and those…”
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Andreessen: Developing world financial inclusion will drive global Bitcoin adoption
“And so there's a very, very big opportunity to use these new technologies, and those include Bitcoin, and those include smartphones, to really up level the capabilities that people have in, in many countries. And I think that's a big part of how Bitcoin will p…”
Jan 2, 2019 positive
Evans: Simplified EV manufacturing will lower entry barriers for tech companies
“And so a little bit like what happened with PCs or smartphones 10 years and 20 years ago you move to a point that it may be easier for people who are not in the car business to be in the car business, because the amount of stuff that you have to make, how that…”
Jan 2, 2019 positive
Markoff: Steve Jobs was first to commercialize ubiquitous ambient computing
“Steve Jobs was the first guy to get that. You take a microprocessor, and you combine it with a music player, and you've got an iPod. You take a microprocessor, you combine it with a telephone, you've got a smartphone. He was the first guy to really take advant…”
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 bullish
Benedict Evans: Global active smartphones will reach 5 to 6 billion
“Almost all of those will become smartphones in the next couple of years, or well over a billion are now, and so we'll go to two billion smartphones if you add in tablets, maybe two and a half, as opposed to three hundred million PCs, And we'll go to five to si…”
Jan 2, 2019 bullish
Evans: Stable smartphone platforms enable a Cambrian explosion of innovation
“So you've got this kind of Cambrian explosion of innovation on top of the smartphone now that that's become like a relatively solid platform where you kind of know what you're dealing with and all these things have become possible.”
Jan 2, 2019 negative
Jan 2, 2019 bullish
Jan 2, 2019 neutral
Jan 2, 2019 bearish
Russell: VR will not fill micro-moments of downtime like smartphones do
“What makes mobile devices like smartphones so powerful is it can fill kind of the empty times throughout your day... Whereas, you know, with VR, you're not gonna fill empty time. AR, you know, the case could be made that you could use in that way.”
Jan 2, 2019 bullish
Jan 2, 2019 neutral
Jan 2, 2019 positive
Jan 2, 2019 negative
Alter: Inactive smartphones on tables diminish conversation quality between strangers
“There's this amazing study showing that if you sit across from someone else, and there's a smartphone on the table, even if it's inert, it's not actually being used. The conversation that you have with that person, if that person is a stranger, will be diminis…”
Jan 2, 2019
Jan 2, 2019 bullish
Dixon: Drone autonomy will enable third-party software app development
“So longer term, in my view, that, you know, sort of autonomy, knowing the drone will avoid obstacles, be able to do kind of high-level functionality like identify people and objects, will eventually allow software developers to build applications in the same w…”
Jan 2, 2019 bullish
Andreessen: Global smartphone adoption will soon reach 6 to 7 billion people
“We're at the point now, three billion smartphones on its way to six, seven billion on the planet. We're going to be able to connect everybody. We're going to be able to get, over time, we're going to be able to get everybody all the things that I went through,…”
Jan 2, 2019 neutral
Chen: Modern consumer apps must steal time from existing products
“Well, because it used to be that you were, you know, what kind of time were you competing for in the first couple of years of the smartphone? You were competing against literally, I'm going to stare at the back of this person's head Or I can, like, use some co…”
Jan 2, 2019 neutral
Evans: Smartphones have reached the upper slope of the S-curve
“Well, so the way I kind of think about this is we're now kind of on the upper slopes of the S-curve for smartphones. There was a period when, like, the first smartphones were amazing, and then there's a period of very, very rapid improvement, the screens get b…”
Jan 2, 2019
Apr 1, 2019 neutral
Dec 19, 2019 bullish
Dec 19, 2019
Sep 25, 2023 negative
Oct 21, 2023 positive
Jul 16, 2024 bullish
Apr 24, 2025 bullish
Aug 4, 2025 negative
Noah Smith: Smartphone technology is driving global fertility far below replacement
“Phones have destroyed the human race. Like, the fertility crash that's happening all around the world. Nobody has replacement level fertility. Fertility is going far below replacement everywhere because of technology.”
Sep 24, 2025 neutral
Dec 12, 2025 neutral