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.
45 slides with video, looking at how the unprecedented scale of mobile is changing the internet, the tech industry and the broader economy.
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.
Presentation and video at GE's 'Minds + Machines' event in New York, talking about what GE calls 'the industrial internet'. Pretty much every single piece of machinery in the industrial capital base will have some sort of sensor or network connection. It seems clear that this will change things just as much as much as PCs and enterprise software did in the past.
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 27,000 subscribers.
Andreessen Horowitz does a regular podcast: episodes I was involved with are embedded here.