I work at Andreessen Horowitz, a VC firm. I try to work out what's going on and what will happen next.
The more that smartphones subsume other devices, the more we want new objects and experiences, and the more we try to make digital things physical and tangible
How far can Apple turn privacy into a competitive advantage? What might future products look like for which privacy is crucial?
The smartphone supply chain is driving an explosion of innovation in the connected home. How does that split between software and commodity?
If assumptions made in 2000 killed Nokia, Palm and RIM 7 years later, what assumptions - what technical debt - do iOS and Android carry?
Sometimes, an entire industry gets reset to zero, and all the entrenched advantages and parameters go away. The iPhone had that effect, and so did HMS Dreadnought.
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?
Everything 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.
It'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.
The 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.
We 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?
The 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.
I gave my macro theme presentation 'Mobile is eating the world' at Bloomberg's conference in Washington DC. Martha Stewart loved it.
What 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
What 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.
I send out a weekly email newsletter on Sundays. It covers everything interesting I've seen in tech and mobile, with my view on what it means, as well as a digest of my blog posts. It's my notebook for the week. There are now around 30,000 subscribers.
Andreessen Horowitz does a regular podcast: episodes I was involved with are embedded here.