Mobile

“AI itself isn't a new platform. So when you think about new platforms like that used to be new mobile game councils, but you know, the web and the web in a browser was a new platform and mobile was a new platform. We all move into a place of discovery where we…”

“Like, it's really important to still bring on folks with those expertise, but we probably don't need like as large because people are flexing.”

“My most controversial opinion is that I think that AI is as big a deal as the internet or mobile and only as big a deal as the internet or mobile.”

“Mobile AI is, is broader and bigger already than mobile.”

“This is a disruptive innovation, this is not a sustaining innovation like mobile or cloud. The AI version of, you know, X, Y, or Z SaaS company will not be like the mobile version of that SaaS company.”

“I think everything we've seen over the last 30 years of technology, from the PC revolution, To cloud computing, to the internet, mobile, all of that is going to be dwarfed in comparison to the impact that AI is going to have on society.”

“The way I kind of like simply think about it is, is that for the last two cycles, let's call it the internet and mobile, we've moved from outcomes and attention into an area of relationships and affection. And I think that's much more dynamic and it's much mor…”

“This is the most compressed tech cycle that we've ever experienced. Right. It's all in the order of weeks and months versus years and decades. If you think about like mobile and cloud and internet, and there's just like so much happening the intelligence overh…”

“I think the reality is, AI is a big shift. I think AI is much bigger than mobile. Maybe, like, all the other magnitude of the internet.”

“A lot of the voice-first consumer products that we are seeing working actually are on mobile versus web because it's easier and more natural to talk into your phone for language learning or for companionship or other use cases than it is to maybe talk into you…”

“And same with homework helper apps. Like, those are really blowing up on mobile as compared to web.”

“We're going to look back on this moment 10 years from now, just like we would look back to the moment of mobile, internet, and realize that that was the moment where the table got set.”

“I just think back to like when mobile happened, if you're a PM that jumped on mobile, you had the pick of the litter when it came to jobs in very interesting startups. And so I think we're in the same moment here where if you can ratchet down and specialize an…”

“And so I actually think the adoption curve here will be radically faster and industries will be disrupted probably way quicker than prior tech waves just because of the barriers are so low.”

“This is a like meteor coming towards you. Like this is, you know, bigger than mobile as a kind of technology shift, as big as the internet. Maybe it's bigger than the internet itself as a kind of social, you know, technology shifts, the way it'll shape, shape …”

“I think AI, or I like to talk about augmented intelligence, will be more important to humanity. Then the first three super cycles I've lived through, which are internet, mobile, and cloud. I think it'll be bigger, and so I don't buy that thesis.”

“I think it's comparable. I think it's on the scale of the internet. I think it's on the scale of mobile.”

“And in that way, I think it will be very different to mobile, which was mostly another UX but the same architecture, the same business models.”

“I think it's the single largest opportunity and biggest kind of a tech paradigm shift we've seen since the internet originally came out. Like mobile was big but there was a discrete set of use cases. Like when you put a camera on a phone, when you put a GPS de…”

“I mean, I happen to agree with Doug that this is a platform shift on the same magnitude as the internet or mobile itself. In fact, it may be bigger. Than both of those.”

“A lot of multi-billion dollar companies in, in technologies are, like, come from, there is sort of three, four, five year period of startup creation, right? Which was this, Extreme Goldilocks zone of everything was changing. Mobile, SaaS, internet, broadband r…”

“They invented the concept of cloud. They invented the concept of mobile.”

“I mean, I think everything in our time that we've thought of as that, as mobile, cloud, web three, you know, VR, all like, It's all still just the internet. Those are aftershocks. That's not the event.”

“In the early days, it was just take our own ideas, marry them with, Those few customers we had and their priorities and then balance kind of net new stuff. Nobody was talking about that we felt was trending or would trend mobile, for example, being one of thos…”

“The platforms change faster than the human problems. So like you and I have lived through one, Web one O, Web two O, mobile, and whatever the hell you call it. Turns out that like, I want to go grocery shopping, but I don't want to go to the grocery store. …”

“Mobile has been the center of tech, was the center of tech, for sort of, from, say, 2010, for something like a decade, and it happened, and we get it, and we understand it all”

“And all we really need is a translation layer, and so this is a broad-based, in my mind a mega trend to be, which is, In my mind, bigger than mobile.”

“And whenever there's a platform shift in terms of how applications are built and how services are delivered, whether it's PCs or mobile or in this case, the cloud, there's a big opportunity to build new companies, or at least you have the best opportunity to b…”

“At best, there's only a couple hundred million people in the world that will touch a console on a given generation. But mobile is well north of two billion.”

“So I actually have this belief that AI is either appropriately hyped or even maybe a bit under hyped in terms of its total impact. I think that it really is, if you were to think about technology in terms of these giant waves, I think there's the internet, the…”

“I really do think it's the next technology evolution. So we went from desktop, mobile, and next one in terms of representing information in a very rich way. It's going to be the space of Mixed reality with AR, VR, and beyond.”

“Now, some of the biggest opportunities in mobile have probably been picked over, but right now, just wait, this whole wave of crypto that's coming is going to change the game yet again.”

“I kind of think this is mobile in 2000 five or something.”

“Like the average person Employee at a company now is spending less than half their time at a desk, and when you start looking at the time that they're spending on working, like, it's all shifting to mobile.”

“It was easier for platforms to build a network, I would argue, on mobile more than web.”

“Anything that is far more impulse driven, where you can just have a look and make a purchase decision, people are ok buying on the mobile. But there are many things which are very research oriented purchases where, hey, if you want to buy, let's say a laptop, …”

“What's really happening now is, is the innovation has just moved up the stack. And now you're just going to start to see like constellations of innovation.”

“For so many people in China, the mobile was and is their only access to the internet.”

“I think the, you know, the short answer to probably every tech M&A you see anywhere for the last five years is mobile.”

“And so all of the friction that made it difficult to use more than one social network on the desktop web goes away on mobile, or almost all of it.”

“99% of our daily active users will log into Slack at least once on that day that they're active on the desktop, but only about 65% will do the same thing on mobile.”

“This is why Facebook has gone from being the only social network on desktop to being only one of many social networks on mobile”

“We did four hundred million video views last month, and about half is mobile.”

“The decline of that very bad business model is going to Accelerate on mobile, because on mobile you simply can't fit all that stuff. It's a terrible, it's even a worse experience. I would wager, when you look at the click-through rates on mobile banner ads, it…”

“Now that is trivial, because of software as a service, because of mobile, because of these platforms. So, Getting the data has become, you know, orders of magnitude easier, and so the next job is really, what do you do with it?”

“It's not that every single process and piece of software and piece of infrastructure has to move to the cloud or become mobile. It's that there's a net new area of work that's happening or opportunity that will align to more of these principles”

“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.”

“For 20 years, the web, the internet and the web were the same thing. And that's not the case on mobile. On the desktop, you had this box on the screen And everything happened in that box. And there was a little bit of fighting 15 years ago about who got to mak…”

“Used some off-the-shelf computer graphics knowledge to write the first Blueprint viewer that ever ran on mobile.”

“So I sometimes feel that talking about mobile now is a bit like talking about PCs in 2000, that this enormous thing has now happened, and we're thinking about what we can do with it.”

“We think artificial intelligence, and in particular deep learning, could be as profound and maybe even bigger.”

“I think the first, and really the most important, is the sense that mobile is really making technology a universal product. That is to say, we sold mainframes to big companies, and we sold PCs to middle class families, and we sold technology in one way or anot…”

“A lot of the VCs that we had worked with as entrepreneurs who are Very well-respected VCs and continue to be very well-respected and nothing against them, but a lot of them told us that, you know, it was too niche, that we needed to be broader.”

“Long-haul transportation. Because there are a lot of inefficiencies, technology hasn't really deeply penetrated that industry, but with the combination of connected devices and mobile, I think the time is right.”