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 MoreGoogle needs reach, but mobile means that there are lots of different kinds of reach.
Read MoreOld: all software expands until it includes messaging
New: all messaging expands until it includes software
Is Xiaomi just another handset maker, or something more? We may start seeing a lot less uniformity in how Android comes to market, and what it looks like. That matters to Google.
Read MoreA look inside the sausage machine - how, exactly, does one work out numbers for the mobile market?
Read MoreIf assumptions made in 2000 killed Nokia, Palm and RIM 7 years later, what assumptions - what technical debt - do iOS and Android carry?
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 MoreThere 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.
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