The Disappearing Computer, Cryptocurrencies and More
"The US smartphone market is maturing rapidly, with the vast majority of US phone users now using smart rather than feature phones. As a result, growth is slowing dramatically. That, in turn, means the vast majority of market share gains will now come from customers switching behavior between vendors and platforms rather than from new users and sales growth will come almost exclusively from switching and upgrades."
by Jan Dawson, Techpinions
"For the first few years of its life, Google gave two types of number for Android: cumulative activations and daily activation rates. They tended to give them at scheduled events and they tended to give round numbers, so the precision was always pretty unclear, and sometimes the daily rate was not reconcilable with the increase in activations, but you had a pretty good sense of the rate of sales, as charted below (note the wonkiness of the data points). "
Benedict Evans, ben-evens.com
"I would argue that cryptocurrency broadly, and Bitcoin especially, are no different. Bitcoin has been around for eight years now, it has captured the imagination, ingenuity, and investment of a massive number of very smart people, and it is increasingly trivial to convert it to the currency of your choice. Can you use Bitcoin to buy something from the shop down the street? Well, no, but you can’t very well use a piece of gold either, and no one argues that the latter isn’t worth whatever price the gold market is willing to bear. Gold can be converted to dollars which can be converted to goods, and Bitcoin is no different. To put it another way, enough people believe that gold is worth something, and that is enough to make it so, and I suspect we are well past that point with Bitcoin."
by Ben Thompson, Stratechery
"This is my last weekly column for The Verge and Recode — the last weekly column I plan to write anywhere. I’ve been doing these almost every week since 1991, starting at The Wall Street Journal, and during that time, I’ve been fortunate enough to get to know the makers of the tech revolution, and to ruminate — and sometimes to fulminate — about their creations.
"Now, as I prepare to retire at the end of that very long and world-changing stretch, it seems appropriate to ponder the sweep of consumer technology in that period, and what we can expect next."
by Walt Mossberg, The Verge
"Rumors have been circulating Apple will join Amazon and Google and make their own version of a smart speaker to compete with the Echo and Home speakers. Observing the commentary surrounding this rumor has certainly revealed many opinions on the matter, both in favor and against it. I even sense a debate inside Apple on whether a smart speaker is a fad or if it has staying power. I lean in the direction of Apple entering this market and competing with Google and Amazon and would like to make the case this product should exist."
Bonus: Sudo ku
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Header image from The Verge.