Mobile, ecosystems and the death of PCs

When we say 'mobile' we don't mean mobile just as when we said 'PCs' we didn't mean PC. This isn't about the screen size or keyboard or location or use. Rather, the ecosystem of ARM, iOS and Android, with 10x the scale of Wintel, will become the new centre of gravity throughout computing.

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MobileBenedict Evans
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