SMS

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 3 times in 2 episodes since 2017 · across every show →

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brought up most by Benedict Evans (2), Frank Chen (1)

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2019 1 mention in 1 episode

a16z Podcast | Apple and the Widgetification of Everything Jan 2, 2019 · 1 mention · from 19:54
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2017 2 mentions in 1 episode

Mobile Is Eating the World, 2015 Jul 15, 2017 · 2 mentions · from 16:08
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Everything said about SMS, oldest first

Jul 15, 2017 positive

Assertion Supported

Evans: WhatsApp handles 50% more volume than global SMS with 40 engineers

“WhatsApp is doing about twenty billion messages a day, and the entire global SMS system of every mobile operator on Earth is doing about twenty billion. So WhatsApp is 50% bigger than SMS with 40 engineers.”

Benedict Evans Jul 15, 2017 ▶ 16:08 Mobile Is Eating the World, 2015

Jan 2, 2019

Prediction Didn’t hold up

Five-O is developing SMS functionality for users without smartphones

“We're also trying to get it that function so that it can work with SMS, and they can submit their interaction reports through text messaging.”

Ima and Asha Christian Jan 2, 2019 ▶ 9:20 a16z Podcast | Three Kids, One App, One Love -- The Five-O Story

Sep 25, 2023 bullish

Prediction Not checkable as stated

Baszucki predicts immersive 3D communication will follow phone and SMS adoption.

“So if you start, if we take a step back and say immersive three D it will with market forces follow the phone system, video communication, SMS, then the influencers are just massive.”

David Baszucki Sep 25, 2023 ▶ 1:26 Leveling Up with Roblox's David Baszucki

SMS

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