Kurt McMaster, CEO of Cyanogen, explains how rapid hardware commoditization in emerging markets will enable ultra-low-cost smartphones to match flagship iPhone capabilities.
“But next year, there's gonna be 50 dollar and 75 dollar phones that are just as good, almost as good as an iPhone.”
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More from Kurt McMaster
PredictionNot checkable as stated
McMaster: Low-cost emerging market manufacturers will decimate tier-one OEMs like Samsung
“Emerging markets are going to lead to the decimation of tier one OEMs, because the Samsungs, et cetera, will not be able to compete at that level.”
Kurt McMasterJan 2, 2019▶ 14:43a16z Podcast | Searching for Mobile's Third OS
PredictionDidn’t hold up
McMaster: Apple faces margin pressure and negligible emerging market share
“I believe over time, Apple's even going to have products. You know, problems, because they're not going to be able to sustain these margins, and in these markets where Android is dominant, Apple's market share will be negligible. Right? As these markets contin…”
Kurt McMasterJan 2, 2019▶ 15:43a16z Podcast | Searching for Mobile's Third OS
PredictionNot checkable as stated
McMaster: Expanding mobile market will enable a third or fourth OS
“And we think that as mobile computing goes from a couple billion users to well over six billion users, There's an opportunity on the global platform for definitely a third, maybe even a fourth.”
Kurt McMasterJan 2, 2019▶ 1:20a16z Podcast | Searching for Mobile's Third OS
Insight
McMaster: AI startups cannot succeed as standalone sandboxed mobile apps
“These kinds of services can't really exist as applications. A, they don't get any traction. Anything that requires machine learning and AI requires massive user bases to start to build out their data sets so that they get all the more powerful, et cetera. So w…”
Kurt McMasterJan 2, 2019▶ 5:05a16z Podcast | Searching for Mobile's Third OS
AssertionContradicted
McMaster: Google's Android Wear contains no open-source components whatsoever
“If you look at Android Wear today, that is incredibly close. There is no open source component to Android Wear whatsoever, right?”
Kurt McMasterJan 2, 2019▶ 4:15a16z Podcast | Searching for Mobile's Third OS
AssertionSupported
McMaster: Micromax surpassed Samsung as India's top smartphone manufacturer
“Last August, they surpassed Samsung as volume shipment sales in India. Last week, they passed Samsung as the number one smartphone manufacturer in India, right? They're now a top 10 global OEM, right?”
Kurt McMasterJan 2, 2019▶ 13:45a16z Podcast | Searching for Mobile's Third OS
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