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  1. a16z18 min

    a16z Podcast | The Micro and Macro of Mobile

    Benedict Evans, Michael Copeland

    Apple and Google disclosed divergent developer payout models where iOS generates four times the revenue per user despite Android's larger installed base, driving a shift toward mobile-centric enterprise solutions like the IBM partnership. This transition is fueled by a tablet market characterized by extended device lifecycles and a five-to-tenfold expansion in addressable market volume compared to stagnant personal computer sales. Consequently, mobile platforms are redefining productivity workflows by integrating advanced sensors and global connectivity to displace legacy desktop infrastructure in sectors ranging from logistics to field services.

  2. a16z14 min

    Mobile Is Eating the World, 2014

    Benedict Evans

    Presenting a comprehensive analysis of the global digital shift, the event details how rising smartphone adoption and plummeting hardware costs are driving near-universal connectivity while reshaping media consumption habits. It examines the resulting economic upheaval where mobile platforms now command nearly half of consumer electronics revenue, displacing traditional PC dominance and concentrating global tech value in the San Francisco Bay Area. The discussion concludes by redefining the industry's future trajectory, arguing that technology will eventually become an internalized utility for all enterprises rather than a distinct market category.