WhatsApp is now sending 50% more messages than SMS, but what happens next? How many messaging apps can co-exist? How far can the WeChat platform model spread? Can messaging become an aggregation layer?
Read MoreEverything is wide open in mobile. So, here, in no special order, are 20 questions for 2015, any one of which would change things a lot. I've written about most of these topics already in 2014 - in 2015 they're even more interesting.
Read MoreIt's been a long and (at times) interesting battle pitching iOS vs. Android. It's time to let it go: it's time to move on to a new set of questions.
Read MoreThe UK media and telecoms regulator, Ofcom, produces an annual report surveying the global media and telecoms market. It's full of fascinating international comparisons - I've extracted some of the ones that caught my eye here.
Read MoreWe tend to assume that Google's mobile apps and services are very broad and very sticky, and that gives Google tremendous leverage in extending its ecosystem and retaining control of Android. But that's just an assumption - can we be sure?
Read MoreThe mobile platforms wars are over, for now - Apple and Google both won. But nothing is settled. The nature and scope of Android is unstable, interaction models themselves are in a flux between apps,web, messaging and notifications, wearables are emerging and Facebook and Amazon haven't given up on controlling the interface. Time for new questions.
Read MoreI gave my macro theme presentation 'Mobile is eating the world' at Bloomberg's conference in Washington DC. Martha Stewart loved it.
Read MoreWhat does it mean when 4/5 of all the adults on earth are going to have a smartphone? Discussing fundamental change in scale with Steven Sinofsky
Read MoreWhat doe Apple Pay show us about how Apple takes products to market? How does it put the building blocks in place? It presents itself as a challenging partner rather than an existential threat, but moving the end-point to the payment system into software looks inherently destabilising.
Read More45 slides with video, looking at how the unprecedented scale of mobile is changing the internet, the tech industry and the broader economy.
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