People today would miss their smartphones more than any other form of media or technology.
Read MoreThe technology industry is a solar system: the smartphone is the Sun and everything else orbits around it.
Read MoreThe future of personal computing is mobile, and Microsoft has lost mobile. That means the end of Windows Everywhere, and undermines Office too. Now that Microsoft's admitted this, what does it do next?
Read MoreGoogle Now looks like Google's most magical, artificially intelligent product. And in some senses it is, but it is also in some senses Google's most manual product.
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Mainframes replaced adding machine, PCs replaced mainframes, and now the web and mobile are replacing PCs. With each of these changes, we started by making the new thing fit into the old way of getting our work done. but over time, we change the work to fit the new tool.
Read MoreThe internet makes it possible to get anything you've ever heard of but also makes it definitively impossible to have heard of everything. It allows anyone to be heard, but how do people hear of you?
Read MoreThis is an updated version of a presentation I first gave last autumn: the macro view of how mobile is changing the technology industry, the internet and the broader economy, as I presented it to our limited partners earlier this month.
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