The Micro and Macro of Mobile

Benedict Evans


 
Apple during its most recent quarter reported growing app store sales and flat iPad sales. Where do tablets go from here, especially in light of the Apple and IBM partnership announced? How does the iOS ecosystem stack up against Android now that we can (somewhat) accurately compare the two? Benedict Evans analyzes the small details and big moves driving the mobile industry, and makes an argument for why the impact and opportunity of mobile far exceeds the sheer number of devices.

Want more a16z Consumer?

Sign up to get insights and analysis on how marketplaces break out and scale.

Thanks for signing up for the a16z Consumer newsletter.

Check your inbox for a welcome note.

MANAGE MY SUBSCRIPTIONS By clicking the Subscribe button, you agree to the Privacy Policy.