Benedict (Ben) Evans (A16z); Mobile 2.0 (not Web 3.0); In His Blog; 2017-01-31 (one year ago).
tl;dr → A paean. “The mobile” is the Bee’s Knees!
and → The signal is given: a new S-Curve is commencing.
and → The unbunding / rebundling / unbundling / rebundling cycle, a metaphor of growth-cum-renewal. Mentions
They sell stuff, which is purchased by “the mobile” (demographic)
They make The Phones, which are “the mobile” (a totem of the demographic)
is “the browser”
Accelerated Mobile Pages (AMP)
YouTube, is “the video”
1994, Netscape launched
2004, Tim O’Reilly, broadband, Yahoo, Flickr, “the social”
2007, the iPhone launch.
Web 3.0 Mobile 2.0 “The Web” is dead; the Wintel device & it’s browser is not relevant any more.
Ah Bullion Yoosers, On. Smart. Phones.
WiFi, The ‘Gs, 3 & 4, LTE, High-DPI screens, 100x GPUs, Sensors (cameras). Cameras Unaccounted
Missing in the Analysis
How is it that The Telecoms will allow this?
The Phone is sold through their financing apparatus.
The Phone operates on spectrum owned by them.
The Phone engenders a billable event every month.
Are The Telecoms so inept that they cannot (re-)capture the consumer?
Constrained by The Regulation?
Mired in The Buraucracy?
The corporate DNA (as a metaphor for corporate culture) of Old Monopoly Ma Bell disallows new modes of thinking?
They are disinterested?
Maybe with 5G!
Computers with eyes
Combining the camera with touch
Video (the sight, sound & motion)
<alert><cliche>Consuming content; Deeper engagement.<cliche></alert>
<quote>Video is the new HTML, or the new Flash.<quote>
Facebook, is “the browser.”
YouTube, is “the video.”
sides of the brain.
“unbundle” the phone.
a cluster of little devices that orbit the (smart) phone.
Alexa == Spectacles
<quote>create a new, independent end-point for the cloud that they can own themselves.</quote> Augmented Reality (AR)
Business Decision-Making from Folkloric Reasoning on the The Mythological Paradigms
<quote>Alternatively, you can look at this as part of the way that tech swings from bundling to unbundling:
AOL bundled content
[T]he [W]eb unbundled AOL
Google bundled the web,
[A]pps unbundled properties from [T]he [B]rowser,
but also bundled each site into a single icon, and now these platforms form new bundles.
The pendulum will swing back the other way again, at some point. And in parallel, one could argue that Snapchat itself unbundled not ‘photos’ but fun and self-expression from Facebook.</quote>
Something about app stores and social distribution.
Except for China, which is different. App distribution requires owning an app store
Content distribution is by the linkbait techniques
Posted in Observation |
Tagged Amazo, Amazon Alexa, AOL, Apple, Ben Evans, Benedict Evans, Facebook, Flickr, generalized boosterism, Google+, mobile, Mobile 1.0, Mobile 2.0, Snapchat, Snapchat Spectacles, social, Tim O'Reilly, Web 1.0, Web 2.0, Web 3.0, Yahoo!, YouTube
The Internet Isn’t Optimized For Meritocracy; Kaila Colbin ; In MediaPost; 2017-09-01.
Kaila Colbin is co-founder, Ministry of Awesome, an NGO, a community booster club for Christchurch, NZ
“Ministry of Awesome is the starting point for making things happen in Christchurch, NZ”
tl;dr → Kaila Colbin is unhappy, in some unspecified way.
and → Amazon, Facebook, Google, Netflix, YouTube are bad. Scope
Her point, and she does have one…
The references are helpful. Referenced
“On the Internet, no one knows you’re a dog”, In
The New Yorker, 1993-07; cartoon.
Network Effect; In Jimi Wales; Wiki. Ben Thompson;
Aggregation Theory; In His Blog; WHEN? Benedict Evans (A16z);
Winner Take All; In His Blog; 2017-08-20.
tl;dr → there is a Network Effect (“winner take all” effect) in the industry supporting autonomous automobiles; e.g. LIDAR units are a commodity, anyone and everyone makes them could make them.
Thusly, The Salubrious Effect accrues unto
[businesses selling] software
[businesses selling] city-wide optimization and routing [services]
[businesses operating] on-demand fleets.
Posted in Bookmark, Observation |
Tagged Amazon, Ben Thompson, Benedict Evans, Facebook, generalized whining, Google+, Netflix, Network Effect, On the Internet no one knows you're a dog, YouTube
Benedict (Ben) Evans (A16n);
Mobile is eating the world; In , Their Blog His Blog; 2016, and yearly, Mentions
GAFA contra Wintel
Wintel contra IBM GAFA (something like)
All charts up-and-to-the-right.
It’s just phenomenal!
S-curves, mini S-curves.
not a “threat” to anyone Hardware
Google TPU FPGA for machine learning
Amazon Annapurna ASIC for networking
Apple A10 SoC, a CPU “for mobile”,
also chips for Touch Id Airpods, etc. Machine Learning
Cameras → “Cameras everywhere, except in cameras”
Complexity contra abstraction
obvious but boring (and what is that?)
something about live video and (vertical) 16:9 or 16:8 screens
a.k.a. is e-commerce by Amazon Something about sensors
“Who owns the customer?”
Retailers as (metaphoric) newsppers
old, dirty, falling revenues, ugly business model. Claim-in-Theory
Amazon is “Google for buying”
missing demand generation; a.k.a. the “discovery” concept
“Buzzfeed for shopping”
“Facebook for shopping”
<ahem>Uber for shopping</ahem>
The Channel is the Product
YOU are the Product
Computer should never ask what can be autodetected, copied, deduced, attributed to Eric Raymond.
Cars (electric, autonomic, flying)
Electric motors are commodities, and simple.
Nokia 2001 felled by Apple 2016
Something about how mapping software is “the moat” nowadays, not physical command of powertrain, dynamics, safety via metal shaping, bending, coloring.
<quote>The biggest changes are unknownable.</quote>
<ahem>Only time will tell.</quote> Previously
Benedict (“Ben”) Evans;
Content isn’t king; In His Blog; 2017-07-16.
tl;dr → The media publishing vertical empires (a.k.a. “the tech industry”) no longer need licensed art from Southern California. they have made something “bigger.” The art is just a marketing tool, a checkbox feature. A grand sweep of history forces-type argument is presented.
16 mobile theses; In His Blog; 2015-12-18; podcast. Listicle
Mobile is the new central ecosystem of tech
Mobile is the internet
Mobile isn’t about small screens and PCs aren’t about keyboards
Mobile means an ecosystem and that ecosystem will swallow ‘PCs’
It is the ARM ecosystem, not the Wintel ecosystem. The future of productivity
Apple & Google both won, but it’s complicated
Search and discovery
Apps and the web
Post Netscape, post PageRank, looking for the next run-time
Messaging as a platform, and a way to get customers.
The unclear future of Android and the OEM world
Internet of Things
TV and the living room
Finally, we are not our users
In archaeological order.
TV, mobile and the living room, 2015-11-24.
Bay Area problems, 2015-11-15.
Living in different worlds, 2015-11-08.
Mobile, ecosystems and the death of PCs, 2015-11-07.
Mobile is not a neutral platform, 2015-09-26.
Platforms, distribution and audience, 2015-09-14.
Forget about the mobile internet, 2015-09-01.
Podcast: ways to think about cars, 2015-08-25.
What would you miss?, 2015-08-10.
How is the Apple Watch doing?, 2015-08-02.
Ways to think about cars, 2015-07-27.
Google Now, Maps and Apple Music, 2015-07-16.
Microsoft, capitulation and the end of Windows Everywhere, 2015-07-08.
Search, discovery and marketing, 2015-06-24.
Office, messaging and verbs, 2015-05-21.
Mobile first, 2015-05-14.
Apps versus the web, 2015-05-14.
The smartphone is the new sun, 2015-05-13.
What does Google need in mobile?, 2015-04-14.
Podcast: messaging and mobile platforms , 2015-04-03.
Messaging and mobile platforms, 2015-03-24.
Android taxonomies, 2015-03-15.
Why is Apple making a gold watch?, 2015-03-12.
Podcast: Slack, 2015-02-11.
In search of objects, 2015-02-07.
Why do we care about Xiaomi?, 2015-01-18.
WhatsApp sails past SMS, but where does messaging go next?, 2015-01-11.
Resetting the score, 2015-01-11.
The home and the mobile supply chain, 2015-01-11.
How many people care about Google Services?, 2014-12-03.
The industrial internet, 2014-10-14.
How many ecosystems?, 2014-10-14.
Ways to think about watches, 2014-09-15.
App unbundling, search and discovery , 2014-08-01.
Amazon and Android forks, 2014-06-21.
The internet of things, 2014-05-26.
Notes on TV, 2014-03-27.
Tablets, PCs and Office, 2014-02-26.
Ecosystem Maths, 2014-01-28.
Posted in Background |
Tagged Amazon, Android, Apple, ARM, Benedict Evans, China, Cyanogen, Google Chrome, Google Maps, Google Services, Google+, Internet of Things (IoT), iPhone, Kindle, Kindle Fire, Microsoft, mobile, PageRank, Personal Computer (PC), smart watch, television, WeChat, Weixin (微信), WhatsApp, Wintel, Xbox, Xiaomi
Benedict Evans (
Enders Analysis); How Mobile Is Eating The World; In Business Insider; 2013-11-17.
Posted in Background |
Tagged Amazon, Apple, Benedict Evans, boosterism, Daily Average Use (DAU), Enders Analysis, Facebook, Google Now, Google+, HTML5, Kik, LINE, Maps, Microsoft, post-PC vision, Samsung, Siri, tablet, unbundling, WeChat, WhatsApp