Showing posts with label Benedict Evans. Show all posts
Showing posts with label Benedict Evans. Show all posts

2018-11-19

Technology in the World: End of the Beginning, What's Next? (video)

The End of the Beginning

a16z.com video above published Nov 16, 2018: In his now annual state-of-innovation talk at the a16z Summit in November 2018, Andreessen Horowitz’ Benedict Evans walks through where we are now in software eating the world... and how things may continue to change over the next 10 years.

What's the state of not just "the world of tech", but tech in the world? The access story is now coming to an end, observes Evans, but the use story is just beginning: Most of the people are now online, but most of the money is still not. If we think we're in a period of disruption right now, how will the next big platform shifts -- like machine learning -- impact huge swathes of retail, manufacturing, marketing, fintech, healthcare, entertainment, and more? Especially as technology begins to tackle bigger problems, in harder markets, at deeper (and more structural) levels?

Transcript:


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DISCLAIMER

2016-09-12

Why Users & Wall Street Are Not So Hot on Apple's New iPhones (videos)

Why Apple's New iPhones May Disappoint Fans:

Apple--NASDAQ: AAPL | apple.com--is breaking its own habit. Typically even-numbered year (like this one) mean a dramatically different new iPhone model. But the newest iPhones -- "iPhone 7" and "iPhone 7 Plus" -- are not major departures. Bloomberg Gadfly's Shira Ovide explains why Apple fans will have to wait another year for that "wow" product. (Source: Bloomberg, published September 6, 2016)

Why Wall Street's Not So Hot on Apple's New iPhone:

"Bloomberg West' segment with host Emily Chang streamed live on Thursday Sep 8, 2016. Commentators include Benedict Evans of Andreessen Horowitz (a16z.com).

Apple $AAPL stock chart (9/5-9/9):


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DISCLAIMER

2016-04-29

Apple's First Revenue Decline in 13 Years (video) & Mobile Ate The World

Infographic: Apple's Revenue Declines for the First Time in 13 Years | Statista
source: Statista

A symbolic moment for Apple:

Video above: FT.com's Lex discussion on the significance of a fall in iPhone sales:  Apple has suffered its first quarterly revenue decline in 13 years. But does a fall in iPhone sales signal a Blackberry-style death spiral? Lex’s Robert Armstrong and Jonathan Eley discuss the company’s fortunes.

See also:



Mobile Is Eating the World (2016) from a16z.com

In this update of his past presentations on Mobile Eating the World — delivered most recently at The Guardian’s Changing Media Summit — a16z.com’s Benedict Evans takes us through how technology is universal through mobile. How mobile is not a subset of the internet anymore. And how mobile (and accompanying trends of cloud and AI) is also driving new productivity tools.

In fact, mobile — which encompasses everything from drones to cars — is everything.
  • Mobile Ate the World
  • Mobile is the New Tech Ecosystem
  • New Productivity
  • The Internet Moves to Mobile
  • On Mobile, the Internet is Different



DISCLAIMER

2015-07-27

Mobile Is Eating the World, a16z video and slides



Mobile: It Changes Everything from Andreessen Horowitz on Vimeo.

Andreessen Horowitz (a16z.com) has shared a lot of data about whether and why this time is different. But beyond that, why is the tech market opportunity larger than any time in history? One word: mobile.

In this update of his past presentation (slides below) on Mobile Eating the World -- delivered last month (June, 2015) at Andreessen Horowitz' annual investor meeting -- a16z's Benedict Evans shares just how and why mobile changes everything. Because tech is outgrowing the tech industry.

See also: Domain Mondo: Startups, Venture Capital, Tech Markets, Unicorns, a16z: "Its domain name is a16z.com ... a 4 character dot COM. It is called a Numeronym and there are still millions of 4 and 5 character dot COM domain names available for reg fee of about $10.00 or less. In the age of Global + Mobile, expect to see more and more numeronym dot COM domain names used by established firms and startups--from Silicon Valley to China to India to Everywhere! And unlike the new gTLD domain names, dot COM domain names work as expected on the internet and do not break stuff!"


Mobile Is Eating the World by Benedict Evans from a16z 

Mobile Technology is Outgrowing The Tech Industry--There is no point in drawing a distinction between the future of technology and the future of mobile. They are the same. In other words, technology is now outgrowing the tech industry. Originally published on Oct 28, 2014 (updated).

Andreessen Horowitz is a Silicon Valley venture capital firm
  • Domain name: a16z.com
  • Andreessen Horowitz has $4.2 billion under management and invests in entrepreneurs building companies at every stage – from seed to growth.
See also on Domain MondoStartups, Best Practices (slides); Ben Horowitz at Columbia video

2015-07-26

Startups, Venture Capital, Tech Markets, Unicorns, a16z Podcasts



"This time is different." But it's always different! So what's going on now in the public markets? Why does this even matter? For one thing, tech markets have grown significantly. And one big reason is internet and mobile. It's like a multiplier for the market size and opportunity.

UPDATEAndreessen Horowitz is a Silicon Valley based venture capital firm. Its domain name is a16z.com ("a" is the first letter of firm name, "z" the ending letter of firm name, 16 characters in firm name between "a" and "z")--a 4 character dot COM. It is called a Numeronym and there are still millions of 4 and 5 character dot COM domain names available for reg fee of about $10.00 or less. In the age of Global + Mobile, expect to see more and more numeronym dot COM domain names used by established firms and startups--from Silicon Valley to China to India to Everywhere! And unlike the new gTLD domain names, dot COM domain names work as expected on the internet and do not break stuff!

In this episode of the a16z Podcast, Andreessen Horowitz managing partner Scott Kupor, mobile analyst Benedict Evans, and corp dev research partner Morgan Bender break down a slide deck we recently shared, including answers to what are these so-called “unicorns,” how it affects venture capital and the funding landscape, and how Andreessen Horowitz define a "quasi-IPO."



Taking the Pulse of VC and Tech | Andreessen Horowitz: "In this wide-ranging conversation about ‘stuff’ that took place at this year’s annual investor meeting (VCs have investors too, in the form of ‘limited partners’), Fortune’s Dan Primack interviews Marc Andreessen — and asks the tough questions. About VC and returns, founders and startups, ethical vetoes, Facebook, and more. Listen in on this edition of the a16z Podcast."

See also on Domain MondoStartups, Best Practices (slides); Ben Horowitz at Columbia video


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