5bn people have a mobile phone now, and 4bn have a smartphone. Time to stop making charts.Read More
What is 5G? Why do we care? How much faster does the pipe get? What can we do with a fatter pipe? How does this relate to VR? Cars? Broadband? What’s the killer app?
Really, unless you work in a few very narrow niches, you shouldn’t spend much time thinking about it.Read More
Smartphones are still evolving, but we're on the upper slopes of the S-Curve. This means innovation is slowing, but also that iOS and Android are now unassailable. It's time to focus on what's next - voice, machine learning and, especially, augmented reality.Read More
What happens if you just forget about the PC altogether? But also, what happens if you forget about featurephones? What happens if you presume all of the sophistication that a modern smartphone has and a PC does not, and if you also presume that, with 650m iPhones in use and 2.5bn smartphones in total, you can build a big company without thinking about the low end anymore?Read More
Content is moving from the open web to proprietary platforms - Facebook, Google, Snapchat and others - that give both new ways to get users and new formats to curate content. Far more video, far richer ways to show content, video as the new HTML (or the new Flash), and new metrics and dynamics.Read More
When we say 'mobile' we don't mean mobile just as when we said 'PCs' we didn't mean PC. This isn't about the screen size or keyboard or location or use. Rather, the ecosystem of ARM, iOS and Android, with 10x the scale of Wintel, will become the new centre of gravity throughout computing.Read More
For as long as the idea of the 'mobile internet' has been around, we've thought of it as a cut-down subset of the 'real' Internet. It's time to invert that - to think about mobile as the real internet and the desktop as the limited, cut-down version.Read More
The future of personal computing is mobile, and Microsoft has lost mobile. That means the end of Windows Everywhere, and undermines Office too. Now that Microsoft's admitted this, what does it do next?Read More
Instead of thinking about the constraints of mobile - of the things you can't do because the screen is smaller and there's no keyboard - we should rather think of the PC as having the basic, cut-down, limited version of the internet, because it only has the web. It's the mobile that has the whole internet.Read More
A nicely unpolished video from Digicel Papua New Guinea on what connecting the next billion actually means.
In no particular order:
People steal the solar panels (this is an even bigger problem with diesel generators)
The network goes down if it rains for too long
Access to power of any kind is crucial for your users
How many different distribution networks does a mobile operator have to build?
Most of those sites probably aren't going to be able to handle everyone in the area watching YouTube (hence - data pricing, zero-rating and the problem with net neutrality)
In the next 5-10 years, almost every single person you see on the screen is going to own a smartphone. What they pay for data, and how they think about charging, is another matter. Meanwhile, one might suggest that for some of them a mobile phone is the first electrical device of any kind they've owned.
There are now close to 2bn smartphones on earth. How to ecosystem dynamics work at this scale? What kind of market share matters? It looks like the winner-takes-all dynamics are different, and seems clear that both Apple and Google have sustainable positions.Read More