What comes after smartphones? — Benedict Evans

I think the big advantage that mobile had is the use case of carrying a phone with you was already present, and so the smartphone was just replacing a mobile phone, and it made the go-to-market much easier, whereas this feels like it’s something fundamentally new where we have to teach people new ways to work and operate and convince them why the o... See more

Yet, smartphones are much more than an accumulation of improvements in hardware and software into a pocket-sized device that we spend too much time looking at. They represent something entirely new. When we pick up our phones, our taps and swipes engage not only a system of hardware and software, but also something much bigger—a set of institutions

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The Impending VR Moment

The iPhone didn’t happen in a vacuum. Apple needed to learn to make low-power devices with the iPod; flash memory needed to become viable at an accessible price point; Samsung needed to make a good enough processor; 3G networking needed to be rolled out; the iTunes Music Store needed to provide the foundation for the App Stor... See more