New questions in mobile

The mobile platforms wars are over, for now - Apple and Google both won. But nothing is settled. The nature and scope of Android is unstable, interaction models themselves are in a flux between apps,web, messaging and notifications, wearables are emerging and Facebook and Amazon haven't given up on controlling the interface. Time for new questions. 

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Benedict Evans
How many ecosystems?

There 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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MobileBenedict Evans
The industrial internet

Presentation and video at GE's 'Minds + Machines' event in New York, talking about what GE calls 'the industrial internet'. Pretty much every single piece of machinery in the industrial capital base will have some sort of sensor or network connection. It seems clear that this will change things just as much as much as PCs and enterprise software did in the past.  

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Benedict Evans