Assertion Supported AI assessment confidence: 95% certainty 4/5 debate potential 2/5

Evans: Apple disrupted mobile by treating cellular networks as transparent data pipes

Benedict Evans · a16z Podcast | Location, Location, Location -- and Mobile · Jan 2, 2019 · at 5:09

Benedict Evans (a16z partner) discusses how Apple's decision to abstract away mobile network optimizations disrupted traditional mobile operators.

0:00 / 0:25exact quote · 25.5s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“One of the things that allowed Apple to disrupt everything was by saying, no, no, no, no, it's just a piece of wire, and we ignore it completely. We make zero effort to optimize bandwidth, and, you know, it's kind of an overstatement, but we just completely ignore that. We'll let Qualcomm deal with that, and what we're going to do is we're just going to treat cellular like Wi-Fi. And that completely turned, of course, that completely screwed up AT&T's network for about two years, and it completely transformed what kind of experience you would build.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Benedict Evans

Opinion
Evans: Zuckerberg's plan to resell excess AI capacity is flawed
“I saw a slightly strange quote from Mark Zuckerberg saying, well, if it turns out that we've over invested, we can just resell the capacity. And I thought, let me just like stop you there, Mark, because if it turns out that you can't use your capacity, everybo…”
Benedict Evans Dec 12, 2025 ▶ 17:23 AI Eats the World: Benedict Evans on the Next Platform Shift
Opinion
Evans: OpenAI's huge user base is fragile without network effects
“You've got these eight or nine hundred million weekly active users, but you don't have, but that feels very fragile because all you've really got is the power of the default and the brand. You don't have a network effect. You don't really have feature lock-in.…”
Benedict Evans Dec 12, 2025 ▶ 41:48 AI Eats the World: Benedict Evans on the Next Platform Shift
Opinion
Evans: PC innovation is being perfected because the PC era is over
“And you could kind of look at it the other way around, I think, that what's happening in the kind of the PC world is it's being perfected because it's kind of over.”
Benedict Evans Jan 2, 2019 ▶ 3:30 a16z Podcast | What Comes After the Smartphone
Insight
Evans: For Google, Android is a tactic; for Apple, device is strategy
“For Google, Android is a tactic, and cloud is a strategy, whereas for Apple, the device is a strategy, and the cloud is a tactic. The cloud is a feature of the core strategy, whereas for Google, the device is a feature of the core strategy.”
Benedict Evans Jan 2, 2019 ▶ 5:51 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Opinion
Evans: Facebook Has Not Created New User Behavior Since News Feed
“Well, they haven't actually created any new behavior since the newsfeed. What they'done is they bought Instagram, and they bought it very early at what at the time everyone said was a ludicrously high price. At the time, it was, actually, it was a very good pr…”
Benedict Evans Jan 2, 2019 ▶ 2:32 a16z Podcast | Messaging is the Medium
Opinion
Evans: The Mac is irrelevant amid the global mobile transformation
“In the great wide world of the enormous transformation of the technology industry, and the media industry, and the whole, of industry in general, by mobile, the Mac is kind of irrelevant.”
Benedict Evans Jan 2, 2019 ▶ 14:34 a16z Podcast | The Apple WWDC 2014 Deep Dive
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.