smartphone

“The bear case for VR has been if you had seen a modern games console, 30 years ago, you would have said, oh my God, this is amazing. It's part of the future. Turns out that's one hundred and fifty million people. Which is a big business. It's great, but it's n…”

“When the internet, when Netscape started in 1994, there were like a hundred million PCs on earth. And now something over five billion people have a smartphone.”

“This isn't just a smartphone anymore. It's now grown and completely disrupted the PC.”

“There's four to four and a half billion people with a smartphone on Earth today. There's probably seven to eight hundred million consumer PCs on Earth.”

“So there'll be a huge number of connected sensors with neural networks and five G radios, but that's not like the next smartphone. That's just like sensors and like widgets.”

“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…”

“Even when Netscape launched there in 94, there were like 75 to a hundred million PCs on earth, like on the whole planet. And now it's four and a half billion smartphones.”

“The trouble is, as I mentioned, we've kind of run out of people now. So there's not like another step change to come in that kind of process.”

“There's something like four, four and a half billion people on earth have a smartphone now, and there's only about four and a half billion adults. 90% of the developed world has got one.”

“The mainframes, the laptops, the internet or the computers, internet, smartphones, none of these go away. They just kind of fade into the background and become less prominent.”

“Now, the inverse of this, of course, is that if we look at everything we do on our smartphones now, telcos had all of this in their strategy presentations in 2000.”

“All the things in culture that change when everyone has a car or access to a car, we don't have any, we haven't finished That with smartphones. Yeah, and we won't know what that will be for another 20 years.”

“And, you know, we're particularly in a moment now where smartphones have happened, and happened quite a long time ago, and there's lots of different things happening, and one of them are the, none of them is the thing.”

“And when they say we're building the metaverse, in the end, they want to replace PCs and smartphones with VR and pull everything into VR.”

“And like, all this time you're spending showing how I can type on an AR screen, like, do you really think the future of this is going to be typing? That just feels like such sort of, let's take what we do on our Macs and put them in VR, which is so totally not…”

“There's a sort of a mental model that I use, which is sort of the conclusion to the presentation that I published in December again, which is that my sort of first 50 or 60 years of the car industry is What's a car? And the second 50 or 60 years of the car ind…”

“It used to be that you basically, the thing was to understand what was happening in web two, and then the thing is to understand what was happening in smartphones. And now there's a fintech thing. So how do we think about the intersection of Square, which is n…”

“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 …”

“So there will be this massive push to kind of shift as much compute as you can down onto the device.”

“There's only, as it might be, two hundred million games consoles on earth, which is not nothing, but it's not smartphones. It never became a universal experience.”

“Turns out that Xbox and PlayStation combined have an install base of something like two hundred million units, and you add all the, like, the smaller ones, and that's another 50 or a hundred. I forget. How many people, and the PC, hardcore PC games as well. So…”

“I think it's like, it's as big a deal as mobile or smartphones or the internet, and not a bigger deal than that. I don't think it's like, you know, the new electricity or the new fire. I think it's as big a deal as the internet.”