There’s been a pretty clear story for the past couple of years that the dynamics of smartphone interfaces drive unbundling of services. How does that shape maps, messaging and discovery?
Read MoreApp store revenue across iOS and Android is now $21bn, and Apple has two thirds of it.
Read MoreSmartphones don't just increase the size of the internet by 2x or 3x, but more like 5x or 10x. It's not just how many devices, but how different those devices are, that has the multiplier effect.
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