Mobile Operators

topic on 2 shows · 4 statements across 4 episodes

How I Built This the a16z Podcast

4 statements about Mobile Operators, every show

HOW I BUILT THIS Assertion Supported
Zennström: Mobile Roaming Costs Telecoms No More Than Domestic Phone Calls
“Essentially To cost to produce a phone call when, whether you're roaming or not is kind of the same. But it was an opportunity for the phone companies to charge, like, extra money”
Niklas Zennström Mar 17, 2025 ▶ 35:11 Skype and Kazaa: Niklas Zennström
a16z Assertion Not checkable as stated
Evans: No non-telco company matches Apple's global subscriber scale
“Yeah, mobile operators, global mobile operators have got hundreds of millions. Nobody else is this big on a global scale.”
Benedict Evans Apr 1, 2019 ▶ 2:00 a16z Podcast | How Many Taps in the Apple (Plus) Tree?
a16z Assertion Supported
Evans: Carrier transition to unbundled installment plans did not harm high-end smartphone sales
“And that didn't happen at all. Because actually it's still an installment, and people kind of knew that they were paying an installment for the phone anyway, and people actually still want to get those phones.”
Benedict Evans Jan 2, 2019 ▶ 7:40 a16z Podcast | Apple Has Lock on Luxury Smartphones, But Not Business of TV
a16z Insight
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…”
Benedict Evans Jan 2, 2019 ▶ 12:57 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)

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