a16z Podcast: Mobile is Eating the World (and Apple is Gobbling Fastest)
The a16z Show30 Jan 2015

a16z Podcast: Mobile is Eating the World (and Apple is Gobbling Fastest)

Apple absolutely crushed its most recent quarter, and unquestionably owns the high-end of the smartphone market, says a16z’s Benedict Evans. So where does Android fit in the ecosystem going forward? Where is the leverage for Google? Not to mention for Facebook, Amazon, and handset-makers like Samsung?

Get used to this market complexion for the foreseeable future, Evans argues, with Apple owning the high-end; forked Android-powered devices flourishing at the low-end; and a battle to sell Google-approved Android gadgets in the middle. Until, of course, everything changes yet again.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


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