The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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a16z Prediction Not 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 McMaster Jan 2, 2019 ▶ 14:43 a16z Podcast | Searching for Mobile's Third OS
a16z Prediction Didn’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 McMaster Jan 2, 2019 ▶ 15:43 a16z Podcast | Searching for Mobile's Third OS
a16z Prediction Not 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 McMaster Jan 2, 2019 ▶ 1:20 a16z Podcast | Searching for Mobile's Third OS
a16z 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 McMaster Jan 2, 2019 ▶ 5:05 a16z Podcast | Searching for Mobile's Third OS
a16z Assertion Contradicted
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 McMaster Jan 2, 2019 ▶ 4:15 a16z Podcast | Searching for Mobile's Third OS
a16z Assertion Supported
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 McMaster Jan 2, 2019 ▶ 13:45 a16z Podcast | Searching for Mobile's Third OS
a16z Prediction Not checkable as stated
McMaster: $50 to $75 smartphones will rival iPhones within a year
“But next year, there's gonna be 50 dollar and 75 dollar phones that are just as good, almost as good as an iPhone.”
Kurt McMaster Jan 2, 2019 ▶ 16:31 a16z Podcast | Searching for Mobile's Third OS
a16z Assertion Supported
McMaster: Under 200 apps account for 80% of global mobile data
“If you look at the app world, I would say probably less than 200 applications account for 75 to 80% of all global mobile data usage.”
Kurt McMaster Jan 2, 2019 ▶ 20:18 a16z Podcast | Searching for Mobile's Third OS
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