Evans: Apple, Google, and Facebook won the smartphone and messaging wars
Benedict Evans · a16z Podcast | What Comes After the Smartphone · Jan 2, 2019 · at 1:41
Benedict Evans, tech analyst at Andreessen Horowitz, analyzes the maturity of the smartphone market in 2015.
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“The sort of, the feeling you have in mobile right now is we're kind of at the end of one wave, and we haven't got another wave coming up yet, so we've kind of had the smartphone wars, and Apple and Google both kind of won, and we've had the messaging wars, and you know, Facebook and WhatsApp and Instagram, and so on happened, and there isn't some new thing, and you look at the new flagship phones from Apple or Samsung or Xiaomi or what have you, and they kind of look like, kind of like the last year's phones, and so that feels like we're kind of on a flattening part of the S-curve,”
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