As we pass 2.5bn smartphones on earth and head towards 5bn, and mobile moves from creation to deployment, the questions change. What's the state of the smartphone, machine learning and 'GAFA', and what can we build as we stand on the shoulders of giants?
Read MoreMachine learning means every image ever taken can be searched or analyzed and insight extracted, at massive scale. Every glossy magazine archive is now structured data, and so is every video feed. How does this change retail?
Read MoreWhat happens if you just forget about the PC altogether? But also, what happens if you forget about featurephones? What happens if you presume all of the sophistication that a modern smartphone has and a PC does not, and if you also presume that, with 650m iPhones in use and 2.5bn smartphones in total, you can build a big company without thinking about the low end anymore?
Read MoreWith Amazon's Echo, Snapchat Spectacles or the Apple Watch, we're unbundling not just components but apps, and especially pieces of apps. We take an input or an output from an app on a phone and move it to a new context. We remove friction, but we also remove choices.
Read MoreWe’re going from computers with cameras, that take photos, to computers with eyes, that can see.
Read MoreYou need to ask not whether this idea will fail, let alone whether it could fail, but rather, ‘what would it be if it worked?’ You need, in a sense, to ‘suspend disbelief’ - to put aside your normal human risk-aversion and skepticism, accept the probability that it could go to zero, and ask if this could 'put a dent in the world', and if so, how big.
Read MoreAfter a decade in which phones swallowed physical objects, with cameras, radios, music players and so on turned into apps, AR might turn those apps back into physical objects - virtual ones, of course. On one hand cameras digitise everything, and on the other AR puts things back into the world.
Read MoreThe platform wars and over and Apple and Google both won. So, what's the score, how many smartphones and tablet are out there, and what should we think about next?
Read More“A fox knows many things, but a hedgehog one important thing”. A few big ideas - internet, mobile, smartphones, social - have given us billion-user scale - now we see many new things built on top of those.
Read MoreEverything bad and complicated that the internet did to media is going to happen to retail. As, just as Facebook shapes so much of what we read online, what channels will shape and reshape what we buy?
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