Cars and second order consequences

Electric and autonomy are rolling through the car industry, changing everything about it. But though they transform gasoline and car accidents, they could change a lot more besides - everything from cigarettes to parking. It's the second-order consequences that are hardest to see, but most interesting.

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CarsBenedict Evans
The end of smartphone innovation

Smartphones are still evolving, but we're on the upper slopes of the S-Curve. This means innovation is slowing, but also that iOS and Android are now unassailable. It's time to focus on what's next - voice, machine learning and, especially, augmented reality. 

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Mobile, AppleBenedict Evans
Mobile 2.0

Ten years after the iPhone, what assumptions can we leave behind? What do we build if we assume a billion people have a high-end smartphone, and forget about PCs?

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MobileBenedict Evans
Cars as feature-phones

Cars today are much like phones in 2007 - overloaded by features and badly in need of a new interface model, even as we move slowly towards autonomous cars, which will have no interfaces at all. 

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CarsBenedict Evans