Benedict Evans, a partner at venture-capital firm Andreessen Horowitz, spoke at Quartz’s The Next Billion conference in October on how mobile technology has moved from its initial, frenzied creation stage to its deployment phase. The questions are no longer whether the technology will work and who will win, but what can be built now that it’s reached such a massive scale. Meanwhile, the new next thing—machine learning—has emerged. Evans says we’re primed to see dramatic changes across industries as a result, from ecommerce to autos.
He posted his analysis publicly on Dec. 9. The slides are above.
Some highlights from the presentation:
We’ve halfway to connecting everyone: There are 5.5 billion people over the age of 14 and close to 5 billion have mobile phone