Thompson: Microsoft failed mobile through wrong PC-extension conceptual model
“Microsoft did not miss mobile. They, like, they came out with a Windows CE in, like, 1999. Like, they were, in mobile, they just had the totally wrong conceptual model because they were basing it around, you know, as an extension of the PC.”
Thompson: HD Asset Costs Forced Game Developers Cross-Platform
“Asset creation at HD was way more difficult, way more expensive than it was for standard-deficit TVs. And so the economic imperative for developers came, we can't just be on PlayStation. We need to be on everything, and so that was the ultimate generation, and…”
PC gaming offers tens of thousands of scaled environments compared to VR
“The amount of environments in VR that are, that, that have, like, consumption at scale is probably in, like, the hundreds.
whereas on PC, it's probably in the tens of thousands.”
Newmark says not getting more involved with IBM PCs was a mistake
“My big mistake was not getting more and more involved with the PC back then, but I got a good education.”
Dell: AI productivity gains will be far bigger than the PC's
“Oh, it's far bigger. It's far bigger. Yeah, I feel 98% confident that it's far bigger than the PC.”
Gilbert: iPads failed to replace PCs, whereas smartphones largely succeeded
“The iPad was not the PC of the future. It had its place, but it did not in any way replace PCs And it turns out that Apple scaling up the iPhone metaphor was good for tablets, but that never was gonna take over most PC use cases today. In fact, the phone has f…”
New tech generations shift value chain power from hardware to OS
“A new technology generation, when something becomes possible and opens up a new market, It enables a shift in the point of integration in a value chain. The old value chain of IBM, if you shipped the mainframe, you had all the power. But in this new world of P…”
Evans: Generative AI lacks its 'Excel' moment
“And it says we don't have an Excel yet. You've got the PC as this sort of substrate. Suddenly everyone has a computer and it's only, it's amazingly cheap.”
Evans: Generative AI processing demands will reignite the PC hardware upgrade cycle
“Will I be able to tell the difference running Keynote and a web browser and email and Excel? No, I will not be able to tell. Would I be able to tell running Stable Dive Fusion? Oh, suddenly I get that image back in 10 seconds instead of 20 seconds. Oh no, that…”
Evans: Smartphones Are Less Immersive Than Personal Computers
“That a smartphone is actually much less immersive than a PC. You're not sitting in front of it for three hours a day, just looking at that screen. Instead, it's something that you do in 5:10 seconds, you know, that you can pick up and put down. That it's with …”
Dixon: True tech community is grassroots peer affinity, matching early PC culture
“To me, a community is not when you look up to a leader like Steve Jobs. It's when you bump into somebody at a bar, and they're interested in that topic, and you actually feel an affinity. And that's how the PC felt back then, and that's how crypto feels today.”
Citron: Discord's board thought launching on PC first in 2014 was crazy
“And the real counterintuitive part was, and we should start by doing it on PC.
You know, because in, in 2014, like mobile was exploding.
You know, everyone in Silicon Valley was focused on, on mobile.
And we ended up basically talking about
Launching a communi…”
Tech Operates on 15-Year Paradigm Shift Cycles
“The tech industry has sort of had one of these central agendas sort of every 15 years or so for the last, you know, probably since the sixties. So mainframes are the center of the tech industry from the sixties through to the seventies, then the PC from the mi…”
Evans: The smartphone has completely disrupted the personal computer
“This isn't just a smartphone anymore. It's now grown and completely disrupted the PC.”
Evans: Only 50 to 100 million global workers need heavy PC software
“There's probably 50 to a hundred million people whose actual job is doing that kind of thing. And everybody else have a PC to run email and SAP.”
Early PCs and printers had vast arrays of incompatible connectors
“And because these computers were being made by all these different manufacturers, they had different connectors on them, and the printers had different connectors on them. And it's not like The way that it works today, that there's a relatively small number of…”
Hennessy: Bell Labs and Xerox missed major economic gains from key inventions
“Bell Labs and AT&T were not the major beneficiaries of the discovery of the transistor. Xerox was not the major beneficiary of the discoverer of modern personal computing, right?”
Shankar: Total Oculus setup costs dropped over 50% in 18 months
“The PC, the headset, anything that you need, it's now more than half the price. That's a significant drop in a year, year and a half.”
Sinofsky: PCs could enter their most profitable 20 years post-peak
“Yeah, and so, so we're in this space now where it could very well be that the PC sees its most profitable 20 years, but yet the least number of people thinking about it, or worried about it, or investing in it, and the least amount of change.”
Bansal: Mobile drives impulse purchases while research-heavy buys happen on PC
“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, …”
Evans: Mobile shift expands computing market from 1.5B PCs to 5B smartphones
“We're going through a kind of generational shift from the PC being the dominant computing platform to mobile being the dominant computing platform. And that comes with it a shift from there being about one and a half billion PCs on earth to four or five billio…”
Evans: Apple Watch won't fill a void like smartphones or PCs did
“And so asking, you know, what are the core use cases for this? Slightly misses the point, because it's not the one thing that you will own that fills this void in your life, the way a smartphone did, or a PC did.”
Sinofsky: Platform killer apps are only recognized in hindsight and take decades
“Going back historically, like things that were killer apps are always like in hindsight. Like, it's not like you knew right away that your PC was going to be good at making greeting cards or balancing your checkbook. It took decades for those things that, that…”
Stephen Sinofsky: PC software innovation is declining as mobile takes priority
“The innovation that's taking place in software on the PC is on, on a decline, and the innovation that people are starting to pour into the mobile devices, primarily phones, and something that's going to obviously change over time when you see things like Adobe…”
Benedict Evans: Consumers will converge on owning two main device screens
“You're just going to have this endless proliferation of screens, and people will have two, probably. They'll have one that they put in their pocket and carry everywhere. They will have, they may or may not have a much bigger one that allows them to do more stu…”
Chan: China skipped the PC and credit card eras
“China basically skipped over the PC and the credit card era.”
Connie Chan: True mobile-first apps design specifically for smartphone hardware
“In my mind, what makes WeChat mobile first Is that they have completely unshackled themselves from the constraints of designing for a PC, and they utilize features that are mobile-specific, that are specific to mobile hardware.”
Evans: PC installed base reached roughly 1.5 billion global units
“It's the growth of the PC, which went from nothing to about one and a half billion units installed around the world in the last couple of decades.”
Evans: 4 billion people buy phones every two years, dwarfing PC sales
“So there are about four billion people on earth buying a phone every two years on average, as opposed to about one and a half billion PCs being replaced every five years, so the phone business is bigger, and it's getting replaced, it's converting from feature …”
Dixon: Virtual reality will be the next computing wave after mobile
“I think it will be, like, when we look back on the history of computing, it will be, the key milestones will be, I mean, I'm, this is, I'm at the extreme end of excitement here, but there'll be, you know, the PC, the Macintosh, or something like this, then the…”
Ryan Smith: Mobile survey respondents answer significantly differently than PC users
“The mobile respondents feel totally different than the people taking it through, you know, their PC.”