A mobile market dynamics reality check by Benedict Evans (GAFA => Google, Apple, Facebook, and Amazon); also see The second stage of mobile dominance is now beginning, says an Andreessen Horowitz partner (Quartz)
"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?"Mobile is eating the world — Benedict Evans
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