Benedict Evans on things to come:
Some time in the next six months, the number of smartphones on earth will pass the number of PCs. […]
In truth, none of us have really internalised what change this means. The fact that Apple makes more money than Microsoft or that smartphones outsell PCs isn’t really the point. Rather, the entire internet is being changed fundamentally – both the size and the character of the internet are going to look quite different from what we have been used to. […]
A great many industries that came unscathed through the first wave of the internet – the desktop wave – are now facing disruption.
What does mobile scale mean? – Benedict Evans