All posts tagged “smartphones

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10x the scale

Below is a chart from Benedict Evans comparing annual revenue from the Wintel era (Microsoft + Intel) to the current GAFA era (Google, Apple, Facebook, and Amazon).  His argument is that, today, “the scale of tech winners” is about 10x what it was during the… Read More

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Marginal cost = 0

Earlier this week I wrote a post called: The pull from services to products. And in it I made mention of the fact that part of what’s driving this pull towards products is that the marginal cost of servicing additional users or customers is almost… Read More