Mobile, ecosystems and the death of PCs, by Benedict Evans
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Mobile is the new scale.
One of the ways that tech progresses is in generational changes in scale. We had mainframes, then minicomputers, then workstations and PCs, and now mobile, and each generation brings a step change in scale. That scale means that it becomes the new ecosystem and the new centre for innovation. iOS and Android smartphones alone are now outselling PCs 5:1, not even counting tablets, and that will rise to closer to 10:1 in the next few years. So, this is the new scale ecosystem.