Subscription iPhones

By financing iPhones directly, Apple locks in iPhone users to a rolling subscription, enters the second-hand market in a big way and removes a piece of mobile operators' relationship with users

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MobileBenedict Evans
Is Twitter Excel or Photoshop?

Does Twitter need better ways to teach people and help them to think about it the way the current user base thinks about it, or should it create and enable entirely new ways to use Twitter? Does it need better execution or a new approach? 

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Benedict Evans
Forget about the mobile internet

For as long as the idea of the 'mobile internet' has been around, we've thought of it as a cut-down subset of the 'real' Internet. It's time to invert that - to think about mobile as the real internet and the desktop as the limited, cut-down version. 

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MobileBenedict Evans
How many pictures?

In 1999, the peak of the film-camera industry, consumers took around 80bn photos (according to Kodak). We're taking far more now, but how many more? At least 2 trillion, maybe double that, maybe more. 

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Benedict Evans