Benedict Evans has released an updated version of his Mobile is Eating the World presentation from last year.
The new presentation looks at the global rise in mobile technology, and how such a rapid increase is causing the technology industry to repeatedly outgrow itself.
He speaks about how the sale of mobile phones has marked the “end of the unconnected”, their sales incomparable to almost every other electronic product, because they can be sold to a general global audience of all demographics, unlike devices like PCs.
The presentation then explains the many ways in which this mobile connectivity is remodelling the tech industry, and how developments in new technologies have enabled new businesses to build their companies around new technology itself.
Using companies Airbnb, Uber and Lyft as examples, he outlines how new companies are relying upon web and smartphone platforms to create successful companies that offer services outside of the technology industry.
Evans is a mobile and consumer technology analyst who works at venture capital firm Andreessen Horowitz, and has one of the most widely-read newsletters in tech.
Here are some other interesting takeaways from the presentation, which you can watch below.
- In 1995, 40m people were online. In 2000, this figure had risen to 400m people connected online.
- In 2014, approximately 3bn people were online, with 2bn people worldwide owning a smartphone.
- By 2020, a predicted 4bn people will be online. 80% of these people are likely to own a smartphone (overtaking PCs as the dominant platform).
- 70% of Sub-Saharan Africa has cellular coverage. Not all of this coverage is 3G or 4G, however this will develop rapidly.
- Mobile ads (via Facebook) are now 68% of revenue, and brought in $7.5bn in 2014.
- Whatsapp has a 50% larger daily usage than all other global SMS put together, sending 30bn messages everyday.
- More iPhones and Android phones have been sold than all Japanese cameras ever.
- In 1999, 80bn consumer photos were captured on film. But in 2014, 800bn photos were shared on social media platforms.